What Is The Beige Book?
What Is The Beige Book? The Federal Reserve’s Federal Open Market Committee (FOMC) evaluates a plethora of factors before making any monetary policy decisions at meetings, which generally take place…
Read MoreWhy Retirement Portfolio Design Should Be Flexible
Why Retirement Portfolio Design Should Be Flexible even more flexible than the giraffe in this picture! –> There is one predominant reason why retirement portfolio design must be approached differently…
Read MoreCommon Investing Mistakes
Common Investing Mistakes In our personal lives, we have a conscience that keeps us from doing not-so-nice things. Sometimes we even get a creepy-crawly feeling when we think someone may…
Read MoreExamining the work/life balancing act
Examining the work/life balancing act Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person…
Read MoreThe Growing Popularity of Annuities
The Growing Popularity of Annuities Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled…
Read MoreWhere is Dad’s Money?
Where is Dad’s Money? Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in…
Read MorePros and Cons of Legislative Inertia
Pros and Cons of Legislative Inertia While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the…
Read More2019 Midyear Outlook
2019 Midyear Outlook Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation…
Read MoreTech Talk: Energy Innovation, Machine Learning and Artificial Intelligence
Tech Talk: Energy Innovation, Machine Learning and Artificial Intelligence Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an…
Read MoreDon’t Avoid Family Conversations About Money
Don’t Avoid Family Conversations About Money One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care?…
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