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1 North Wealth Services Promotes Margo Cook to Partner

Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular security or financial market.
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Advisor Insight | For Every Buyer There Needs to be a Seller

The function of the market is a rather simple concept. If the market goes up, there are more buyers than sellers. If the market goes down, there are more sellers than buyers.
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Advisor Insight | 2020: The Year of Records

“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please read. Chances are the financial spouse is handing this article to you…
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Advisor Insight | 2021: The Road Ahead

“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please read. Chances are the financial spouse is handing this article to you…
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2021 Tax Strategies

As we head toward November 3rd, investors are anxious about the effect that this momentous election will have on the stock market.
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The 2020 Election, The Markets, and Your Money

As we head toward November 3rd, investors are anxious about the effect that this momentous election will have on the stock market.
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Advisor Insight | Transfer Wealth & Financial Information Between Spouses

“I don’t want to know anything about our finances. I let my spouse take care of that.” If this sounds familiar and you are the non-financial spouse in the family, please read. Chances are the financial spouse is handing this article to you…
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Market Update

Warren Buffet said it best: "Be fearful when others are greedy. Be greedy when others are fearful." Investor sentiment is defined as the overall attitude of investors toward a particular security or financial market.
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Market Update

I have heard from several of you that you appreciate our notes, so forgive me if others of you are tired of hearing from us.
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Market Update

Thanks to my grandson (aka Olaf), the songs from the movie Frozen are now my forever earworms. This pertains particularly to “Into the Unknown,” which is an appropriate opening to this email.
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