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December Market Commentary

Genesis Wealth Advisors
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Commentary

The US stock market continues to dominate global equity performance. Healthcare, Industrials, and Consumer Discretionary stocks lead the pack. Technology and Utilities trailed. While globally diversified stock portfolios have lagged the S&P 500 in 2013, we continue to believe that a globally diversified equity position is critical for a properly designed portfolio. Despite the fact that the end of December has historically been a good period for US stocks, the torrid pace so far this year leads us to believe that it is more likely that the year will end quietly for the domestic stock market.

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Don’t Overlook the Cost of Healthcare in Retirement

Genesis Wealth Advisors
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Retirement

What’s your vision of the ideal retirement? Whether you dream of exploring the world or staying close to home, family, and friends, access to high quality health care is the common, often unmentioned assumption in most retirement planning scenarios.

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Don’t Let Market Volatility Scare You Into Abandoning Your Plan

Genesis Wealth Advisors
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Wealth Management

Chances are, your financial plan is one that is well thought out and includes elements of growth as well as financial conservatism.  However, it is also an almost-certainty that your wealth management plan also includes stock investments.  Retirement accounts, college savings plans, and perhaps even an income portfolio all include stocks in most cases.  As a result, all of the recently volatility from the stock market can induce panic.

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