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“We are so pleased that our investments are receiving the attention they need.”

Welcome to the website for the investment and financial planning management services of the well-known authority on investing, Jonathan Pond. Click the button below find out how to get started or click around our site to learn more.

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“Me? I prefer to just to play a good game of golf and leave the investing to an experienced professional.”

Welcome to the website for the investment and financial planning management services of the well-known authority on investing, Jonathan Pond. Click the button below find out how to get started or click around our site to learn more.

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“Reading is precious to me. And I don't mean reading a prospectus.”

Welcome to the website for the investment and financial planning management services of the well-known authority on investing, Jonathan Pond. Click the button below find out how to get started or click around our site to learn more.

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“No question. In these volatile times, I'm glad to be relieved of the chores of following our investments.”

Welcome to the website for the investment and financial planning management services of the well-known authority on investing, Jonathan Pond. Click the button below find out how to get started or click around our site to learn more.

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Stocks Fell Last Week, but it Could Have Been Worse

The failure of the proposed health care legislation sent shivers through Wall Street. On top of that, investors are beginning to worry that the big post-election run up of stock prices is coming to an end. But despite all that, stock prices didn’t implode with losses of about 2% on average.

By many measures, stock prices are richly valued. Investors should check to see if increasing stock values has resulted in overexposure to stocks. If so, rebalancing a portfolio to reduce stock holdings a bit may be prudent at this juncture.

(March 27)

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