Blog

The Rise of Short-Term Rates

While many market participants wait for the “inevitable” rise in short-term interest rates expected when the Federal Reserve tightens its monetary policy, some investors may have missed the increase in short-term rates already underway as a result of market forces....

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Market Volatility is Back

Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good. There are a...

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The 7 Roles of a Wealth Manager

What is a wealth manager? One view is that these types of advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no one knows...

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A Summer to Remember

We all lead busy lives and we’re not always able to share all of the latest news with all of the people we know. So, we wanted to take a moment to recount some of the events we’ve attended and the people we’ve met over the past few months. We had a happy Pride and we...

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The Rise of the Robo-Advisors

Robo-advisors are a hot topic in the financial media these days and we’ve received many questions about them; namely: what are they, what do they do, and how is what they provide different from how we serve and support our clients They may sound like the antagonists...

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Gravel Road Investing

Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. In blue skies and open highways, flimsy city sedans...

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Meet Sandy Holmes, Our Newest Team Member

Sandy Holmes is the newest addition to the Robasciotti & Associates, Inc. team, initiating the position of Operations Manager. In this role, she oversees and directs the administrative and operational side of the firm including human resources, internal...

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The Google Effect

What can’t Google do? Free email, customized searches, maps, apps, browsers, video—the list goes on. Now researchers at Warwick Business School in the UK and Boston University in the US say they have developed a method that identifies historical links between searches...

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Beyond Long-Term Care Insurance

70% of people turning age 65 today can expect to use some form of long-term care during their lives, so says the U.S. Department of Health and Human Services. This stark fact makes long-term care planning critical when planning for later in life. In addition to...

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