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November 2017 – Measuring Success Newsletter

Below is an excerpt from the latest Measuring Success Newsletter.

“Recently, you might’ve seen the 30th anniversary of Black Monday pass by. It is impossible for me to express the profound impact this event had on me as a professional, business owner, and financial advisor. So it is with due respect that I mark the significance of this anniversary. You’ll probably agree that we tend to learn the most from painful experiences.

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What Comes Next? Bull, Bear, Correction?

The bull market in U.S. stocks has been charging ahead for more than eight years.1

While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost nine-and-a-half years. The shortest sputtered out after just 13 months. On average, bull markets last for slightly less than five years, according to Fortune.2

So, how much longer will this bull market persist? No one knows for certain.

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Are investors becoming numb to risk?

A low ‘fear gauge’ might not be a bad thing — as long as investors don’t ignore fundamentals

Posted by Kristina Hooper, Global Market Strategist on May 15, 2017

Stocks barely hiccupped last week despite the onslaught of geopolitical headlines. But the big news was that volatility hit a historic low of 9.77 — its lowest level in more than 20 years — last week.1 Clearly, the world has not become less volatile, so what could this indicate?

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It’s Time to Talk About Aging

We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages.

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