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Quarterly Market Review (2017Q1): Investment Shock Absorbers

Submitted by Grunden Financial Advisory, Inc on April 6th, 2017

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.

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A Look Back at 2016

Submitted by Grunden Financial Advisory, Inc on January 27th, 2017

By: Weston Wellington, Dimensional Vice President

Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000?

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Quarterly Market Review (2016Q4): The Power of Markets

Submitted by Grunden Financial Advisory, Inc on January 10th, 2017

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.”  The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the common writing tool that has been used for generations.

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2016 D Magazine Award

Submitted by Grunden Financial Advisory, Inc on October 25th, 2016

Congratulations to Ricky for being recognized by D Magazine as one of the best financial planners in the Metroplex! Click here to read the full press release.

Quarterly Market Review (2016Q3): Presidential Elections

Submitted by Grunden Financial Advisory, Inc on October 11th, 2016

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.

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Five Star Wealth Manager Award

Submitted by Grunden Financial Advisory, Inc on August 19th, 2016

Denton, TX – Ricky Grunden, Sr., president and CEO of Grunden Financial Advisory, Inc., and Dave Ragan, Senior Financial Planning Specialist, have been awarded the Dallas/Fort Worth region recipients of the 2016 Five Star Wealth Manager award.  This is Grunden’s eigth year in a row and Ragan’s fourth.

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Quarterly Market Review (2016Q2): GDP Growth and Equity Returns

Submitted by Grunden Financial Advisory, Inc on August 8th, 2016


According to the advance GDP estimate released by the Bureau of Economic Analysis (BEA) on April 28, annualized real US GDP growth was 0.5% in the first quarter of 2016—below the historical average of 3.2%. This might prompt some investors to ask whether below-average quarterly GDP growth has implications for their portfolios.

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Quarterly Market Review (2016Q1): Free Throws

Submitted by Grunden Financial Advisory, Inc on April 19th, 2016

Dave Butler, Head of Global Financial Advisor Services, offers a sports example to help investors apply discipline in a stressful market by answering the question, “What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?”

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Congress Makes Strategy Permanent for IRA Owners

Submitted by Grunden Financial Advisory, Inc on February 25th, 2016

Congress just made it a little easier for people to give money from their IRAs to charities. This strategy, called a Qualified Charitable Distribution (QCD), was made permanent in 2016 and allows IRA account owners older than age 70.5 to give some or all of their Required Minimum Distributions (RMDs) from the IRA to a charity. The strategy is not available to anyone who is not subject to RMDs.

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Quarterly Market Review (2015 Q4): The Rise of Short-Term Rates

Submitted by Grunden Financial Advisory, Inc on January 26th, 2016

While many market participants were waiting for the “inevitable” rise in short-term interest rates expected when the Federal Reserve tightened 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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