Recent Market Volatility

2.14.18 | Investments

Recent Market Volatility February 2018 After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors....

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Year-End 2017 Market Review

1.11.18 | Investments

The attached report features world capital market performance for the past year. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international...

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

12.15.17 | Investments

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only...

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Year-End Planning for Potential Tax Reform

12.7.17 | Tax Planning

        As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early Saturday morning.  To work out the differences between the House...

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Don’t Miss Open Enrollment

10.30.17 | Insurance

Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website.  This year, many locations will...

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Third Quarter 2017 Market Review

10.16.17 | Investments

Third Quarter 2017 Market Review The attached 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...

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Protecting Your Identity

9.28.17 | Industry News

        As the recent Equifax data breach continues to unfold, below are items you can do to help protect yourself: 1. Check to see if you were potentially affected.  Equifax has on...

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Charitable gifting from your IRA

9.1.17 | Financial Planning

In late 2015, Congress made permanent a rule that allows certain individuals the ability to make charitable donations directly from their IRA.  Named a “qualified charitable distribution” (QCD), individuals who are over age...

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World of Opportunities

8.14.17 | Investments

When you hear the financial media, friends, family, and co-workers refer to the market, what comes to mind? Chances are they are referring to the S&P 500 or the Dow Jones 30. However,...

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2018 Social Security Benefit COLA

7.31.17 | Financial Planning

Do you feel like your Social Security benefits have not increased much lately?  If so, you’d be correct. Social Security benefits have increased by more than 2% only three times in the last...

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