The Value of Long Term Investing

When building wealth for the long term, your goal should be long term investing ‒ time in the market versus timing the market. This view represents the difference between being a long-term owner and a short-term renter (of stocks). If you can only take one investing axiom to heart, this might be the one. Moving

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Quantifying a Financial Advisor’s Value

Quantifying a financial advisor’s value has become easier in recent years as financial services firms have undertaken and completed studies on the matter.  Firms such as Vanguard, Morningstar, Dalbar and most recently Russell Investments, have added to the body of knowledge on this topic. The significant global changes of the past 24 months have prompted

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Investing Lessons from the Pension World

Investing lessons from the pension world help us to focus on the critical importance of matching our long-term retirement liabilities with proper long-term investment assets. Investing Lessons from the Pension World Help Us Generate Better Retirement Expense Estimates Asset/liability matching originated in the pension world.  Pension managers are responsible for meeting specific objectives, namely, paying

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Dividend Reinvestment is a Compounding Accelerator

We believe dividend reinvestment is a compounding accelerator and that dividend growth stocks should play a key part in a retirement income strategy. Why is dividend reinvestment a compounding accelerator? By reinvesting your dividends, you can accelerate the power of long-term compounding in your investment and retirement accounts. By methodically plowing dividend income back into

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Investing in High-Quality Companies

At Intelligent Capitalworks, we believe that the key to long-term investment success is being a discriminating buyer and a patient owner of great businesses ‒ in other words, investing in high-quality companies at a fair price and owning them a long time. We didn’t invent this bit of wisdom ‒ it’s been applied by many

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