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Assessing the Role of Government
Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…
Read MoreFinancial Tips For 2020
The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…
Read MoreTwo Retirement Planning Approaches: Safety vs. Probability
According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…
Read MoreTax Tips and Updates for the 2019 Filing Season
As we enter a new year, it’s time to start thinking about smart tax moves to help minimize what you’ll owe Uncle Sam on April 15, 2020. Given the fact…
Read MoreNon-Cyclical Stocks and Their Relationship to the Economy
Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and…
Read MoreCan Your Portfolio Weather an Economic Storm?
Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One…
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 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…
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