A Look at How America Ranks

A Look at How America Ranks   In his first year in office, President Trump has promoted his “America first” philosophy. This new focus, with its trade protectionism and tough stance on immigration, has somewhat changed the U.S. narrative on a world scale.1   Considering this new emphasis on America first, perhaps it’s worth looking…

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Get Creative When Pre-Planning Funerals

Get Creative When Pre-Planning Funerals Think about how much time we put into planning things like college, a wedding, moving to a new home, having a baby and retirement. Now think about how much time we put into planning for our death. For many people, it’s no time at all. Perhaps you’ve got your estate…

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Mitigating Risk Goes Beyond Asset Allocations

Mitigating Risk Goes Beyond Asset Allocations What do Harvey Weinstein, “America First” policies and asset allocation have in common? Quite a bit, it turns out, when it comes to evaluating the various risk factors that can affect an investment or portfolio. Anyone who’s ever taken a hot minute to observe the market or talk shop…

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Digital Tools for Tax Season

Digital Tools for Tax Season Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster. The IRS offers free tax filing assistance to filers…

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Financial Strategies in 2018

Financial Strategies in 2018 One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be in the market and taking advantage of…

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Finding Neutral Ground on the Internet Rights Debate

Finding Neutral Ground on the Internet Rights Debate   It can be confusing when government bureaucrats and the media offer wildly different perspectives on the intent and ramifications of a new controversial policy. This was plainly evident in December regarding the issue of net neutrality. According to the Federal Communications Commission (FCC), the new “Restoring…

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The Cost of Health Care

The Cost of Health Care Americans spend a lot on health care. In 2016, national health expenditures grew 4.3 percent to $3.3 trillion, which amounts to $10,348 per person.1 It’s interesting that you’ll find few people who say our health care system is fine as is, and medical services, facilities, drugs and equipment are all reasonably…

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Exploring the Behavioral Biases of Investing

Exploring the Behavioral Biases of Investing   Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may include overconfidence, regret, impatience and the desire to “keep up with the Joneses.” In fact, personnel from at least…

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Debunking Market Myths

Debunking Market Myths The world keeps changing, politics and social movements emerge, the stock markets fluctuate and a lot of our preconceived notions continue to be challenged. However, some things don’t seem to change, including myths about the markets and investing. Let’s take a look at some of the ones that still exist. It’s true…

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Retirement Conversations: What Do You Do?

Retirement Conversations: What Do You Do? We spend a lifetime working, building a career, raising a family, etc. Then we retire, and some unsuspecting acquaintance asks, “What do you do?” It’s a whole new ballgame now. This can be a difficult question for new retirees. Our gut instinct is to identify ourselves by our occupations…

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