At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…
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“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and…
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end. Most…
Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.
Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.
WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus,…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
Inflation is one of the most serious risks that retirees face. While there are a lot of ways to mitigate inflation risk, TIPS, or Treasury Inflation Protected Securities, are one…
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