Larger Tax Deductions and Accelerated Retirement Savings A Primer on Profit-Sharing and Cash Balance Plans Many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Profit-Sharing and/or Cash Balance plans may be the perfect solution for them. What is a Cash Balance plan? A Cash Balance plan is […]
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The cost of health care can pose a significant expense—and a big concern—for most investors. Whether your covered by a workplace health insurance plan or a public program such as Medicare or options under the Affordable Care Act (ACA), there’s a good chance that health care costs are top of mind for a lot of […]
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Thrilled to be the International Keynote Speaker at this year’s RF Pensions Seminar. The theme is “Flexible Solutions for Uncertainty in Retirement.”
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Cryptocurrencies: Growth of a New Asset Class Summary: -Despite Being Met with Warranted Skepticism, Cryptocurrencies or Digital Assets are Here to Stay. -A Growth Asset and Macro Hedge -Bitcoin in a Modern Portfolio This has been an unprecedented year for markets, with no asset class exempt from economic disruption and market volatility. While the overall […]
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Over the course of my life there have been moments when I went through hard times. What I can say that has given my power to think, believe and act on a higher level is with positive affirmations. To change my mood, to elevate my thinking, to be happier in the moment is with words. […]
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Alternative investments have long been associated with more exotic forms of investments. Perhaps this was because, as a broad asset class, they were typically available only to institutional investors or the very wealthy – often restricted to such investors by law (as hedge funds still are). Average individual investors rarely had access to them. That […]
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The companies winning the global E-commerce boom. If you could go back in time and invest in Apple, Google, Netflix when they first became a publicly trading company wouldn’t you? In my opinion, it’s an amazing time to watch how Internet and E-Commerce companies have begun developing and within Emerging Market economies. With 6 billion shoppers, […]
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Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream of political information influence how you and I manage your investment portfolio? A lengthy history of empirical research suggests not. Elections matter, just […]
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Now, more than ever, women are taking ownership of their finances, asking tough questions, and making the choices that are best for their situations. However, a large percentage of women also don’t feel confident about their retirement planning, according to the Midland National white paper, Empowered. If you’re a woman, this lack of confidence, along with […]
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The CARES Act was signed into law on March 27, 2020 and includes a wide range of provisions to assist those affected by the COVID-19 pandemic. Recognizing the heightened importance of charitable giving and the need to maximize support of nonprofts providing critical relief and response services, the CARES Act includes key provisions designed to […]
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