The On-Boarding Process, an Easy Streamline
A Streamlined Onboarding Process 5/9/24 We believe the path to financial well-being should be clear and...
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Starboard Wealth Management
- Jun 14, 2023
- 2 min
The Enigma of Enterprise Value: Debt is good, cash is bad.
6/14/2023 Enterprise Value (EV) is a commonly used financial metric that attempts to provide a comprehensive valuation of a company by...
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Starboard Wealth Management
- Dec 23, 2022
- 3 min
Navigating the Storm: The Advantages of Rebalancing Your Portfolio During a Market Downturn
11/23/2022 As Warren Buffett once said, "the stock market is a device for transferring money from the impatient to the patient." This is...
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Starboard Wealth Management
- Sep 8, 2022
- 5 min
Accumulating Wealth versus Preserving Wealth—two different playbooks
9/8/2022 Accumulating wealth almost always comes first. It is comparable to pushing a boulder, that gets bigger and bigger, up a hill...
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Starboard Wealth Management
- Mar 11, 2022
- 5 min
Market Timing and Human Emotions
3/9/2022 When you invest it’s almost as if the market knows exactly what you are afraid of and what would be really gratifying to you and...
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Starboard Wealth Management
- Aug 19, 2021
- 4 min
Is it safe to invest in China?
8/17/2021 Over the last 20 years it has been easy to forget. The publicly traded companies Alibaba, Bidu and Tencent, to name just a few,...
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Starboard Wealth Management
- Mar 15, 2021
- 4 min
Bitcoin Unpacked: Does it belong in my portfolio?
3/15/2021 The most prominent digital currency in the world right now is Bitcoin. The market capitalization for all Bitcoin just crossed...
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Starboard Wealth Management
- Aug 21, 2020
- 3 min
Inflation is a Monetary Flood
8/21/20 Some investments can swim through an inflation flood, others drown. The Coronavirus has been a dragging anchor on the global...
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Starboard Wealth Management
- Aug 5, 2020
- 3 min
Investment Fees, Fees, Fees
8/5/2020 Fees are a part of any investment, recognizing and minimizing them are key to increasing returns. Fees work in direct opposition...
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Starboard Wealth Management
- Aug 2, 2020
- 4 min
Don’t Try to Rodeo a Rocket Ship with Retirement Dollars
8/1/2020 It matters where you put a new holding when you have the choice between retirement accounts and taxable accounts. Many investors...
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Starboard Wealth Management
- Jul 29, 2020
- 4 min
Choosing Dividends: Don’t look for yield, look for rising payouts
7/29/2020 Using the dividend yield to screen stocks can be deceiving. It can lead to value traps and understates the benefits of rising...
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