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Steven Miller
Steven Miller
Financial Advisor

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Personal Wealth and Finance


Investor Insight


Investing with an advisory team

If you are an investor who remembers the mortgage debt crisis of 2008-9, you know that the stock market lost significant value. From an investment standpoint, the real downside occurred when some investors sold off their equity holdings due to …

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Investor Insight


The perils of cashing out in volatile markets

Though volatility has been frequent, Dow Jones has risen substantially through the waves of buying and selling trends. During the pandemic, panic selling occurred in March 2020 but recovered despite volatility. Moreover, a bullish buying period ensued into April 2022, …

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Investor Insight


Balancing Investor Risk and Reward

The risk/reward concept states that the higher the risk of a particular investment, the higher the possible return. Although there usually is some risk with any equity investment, it is essential to assess just how much risk your portfolio should carry. Risk involves the potential for gain or loss of monies invested.

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Investor Insight


How market volatility can work for the investor

Volatility is when prices of stocks and equity funds increasingly shift in value up or down.

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