Don’t Ignore Inflation’s Impact on Your Portfolio

Purchasing Power for Your Investment Dollar Continues to Erode A wise consumer consistently looks for the best deals on the stuff they buy every day. If steak prices get too high, maybe we consume more hamburger or chicken. Car prices get too high, maybe we opt to hold on the car we have a little…

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Our Thoughts on ‘Brexit’

Our Thoughts on Brexit

Political events in Europe have taken center stage in the news and effects have rippled out across financial markets around the world. On Friday, the U.S. stock market, as measured by the S&P 500, fell by 3.6%. The rest of the world fared worse; Europe fell by 8.9% and the Europe/Asia/Far East index declined more…

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Before Hiring an Advisor, Check Item 11 on Their ADV

It is Critical to Watch Your Back March 30th was an important date for investment firms like BeManaged. Each year, we are required to file what is called a Form ADV. According to the SEC:   Before you hire someone to be your investment adviser, always ask for, and read carefully, both parts of the…

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The Incredible, Levitating S&P 500

April 2016 – The Incredible, Levitating S&P 500 After a rough start to the year, the S&P 500 rebounded in March erasing prior losses and turning in a 1.3% gain in the first quarter. As you see below this measure of stock market returns has increased 11% during last three and five year periods, significantly…

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2015 Ends as a Wash for Investors

January 2016 After All the Twists and Turns, 2015 Ends as a Wash for Investors But That Should Not Impact Your Savings Strategy Whether you look at the returns by different types of investments shown on the right, or just take a peek at your retirement account statement when received, you know that last year…

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BeManaged Holiday Hours

It has been another blessed year in serving our clients and we look forward to the new year. We are giving our team a much-deserved break over the holiday season and will be closed the following days: Christmas Eve & Christmas Day New Year’s Eve and New Year’s Day We hope you and yours have…

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2016 401k & IRA Contribution Limits

2016 IRS 401k IRA Contribution Limits

2016 IRS Contribution Limits The 2016 IRS 401k contribution limits were announced and there is nothing significant changing from the 2015 limits. Below are the limits that affect most investors.   Click to Read More Details at

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Fall 2015 Newsletter

Market Volatility and Investor Behavior The significant downside volatility in world stock markets during the third quarter of this year reminds us of one simple fact: No one knows what the market is going to do next. Investors need to prepare ahead of time, in both their portfolios and their mindsets, for likely market behavior.…

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Survey: Investors Expect Advisors to Put Investors’ Interests First

A recent survey by the Certified Financial Planner (CFP) Board of Standards validates what most people view as common sense: Investors expect paid advisers to operate in their best interests.   According to the survey, the percentage of investors that feel advisers have become more important in the last five years jumped 342%. Here are…

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Keep Your Credit Score in Perspective

A credit score is important. It can be used when you apply for a new job and anytime you are looking to borrow money to finance a purchase (home, car, etc.). However, I have heard some people use their credit score almost as a defensive response to a poor financial picture as, “But my credit…

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