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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. It also touches upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
The Second Pillar of Successful Investing: Discipline
https://vimeo.com/856245697?share=copy Three gut-wrenching years. US Stock Returns from 2000-2002: down ~37% Month after month, quarter after quarter, year after year for 3 years. A game where, at the time, loss seems inevitable. Us older cats remember it all...
College Planning: Unlocking the Basics Part 2
Part 2 of our 3 part series on planning for college dives deeper into funding options available and where to find them.
Time & Money: Missing the 10 Best Trading Days in 2020
https://vimeo.com/856244826?share=copy Missing the 10 best trading days in 2020 = ~50% lower return. Those ten best days were often preceded by the worst ten days. For many of us, they were the worst ten days of our investing lives. On those days, it’s easy to...
Cybersecurity Scam of the Week – Mail Check Fraud Schemes
Check out our Cyber Team’s “Scam of the Week” focused on check fraud schemes that target the U.S. mail system,
Time & Money: Probability of Positive Returns in US Stocks
https://vimeo.com/851758227?share=copy Probability of positive returns in US Stocks over: 1 Day: ~53% 1 Month: ~63% 1 Year: ~77% 10 Years: ~97% Headlines and noise are often aimed at investors playing the 1 day, 1 month, 1 year game. At times, many of us get...
College Planning: Unlocking the Basics Part 1
Part 1 of our 3 part series on planning for college covers a review of funding options and estimating total expenses.
Time & Money: Growth of $10,000 from 1970 to 2022, Headlines et al.
The headlines tug on us all. War, politics, greed, deceit, devastation. In the moment, it’s easy to give in and let them win. But a longer game is being played around us - one that rewards discipline, like most games. The game is the size of the fight in the...
Time & Money: Visualize the Game You’re Playing
https://vimeo.com/851758276?share=copy Becoming an unbreakable investor. Visualize the game you’re playing. Stay disciplined. And win. Behind the scenes on “Time & Money: 5 Pillars of Successful Investing.” A brand new webinar from Biotech Wealth Services....
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