Tax Reform –The Stock Market And You

If you haven’t had a holiday since 2004, you’d be looking for some relief right about now. That’s what large U.S. companies that own foreign subsidiaries are thinking. They are excited about the proposed tax cuts gaining momentum in Congress that would include a lower corporate tax rate and a […]

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Let’s talk Roth IRA’s and Roth 401ks

As Americans, we have a veritable smorgasbord of retirement tools at our disposal, but none may better than the Roth IRA and Roth 401K. I’m such a strong believer in the Roth options because of their powerful tax benefits that I want to expand on the thoughts I had in […]

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The ABCs of IRAs

Saving for retirement should not be a tough nut to crack. Just ask your neighborhood squirrel – who innately understands how to save for the future. Well, you should think of an IRA account the same way. An IRA (individual retirement account) is a savings account that allows you to […]

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One, two, three….hike!

If you have bonds in your portfolio here’s a topic that might have special interest to you. On June 14 the Federal Reserve voted to increase interest rates by ¼%, the 4th rate hike since the Fed began to end its abundant monetary stimulus program. With more rate hikes expected to […]

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Dividends – An Investment that Keeps on Giving

It is often said that grandchildren are life’s dividends. But you don’t have to wait until you become a grandparent to reap dividends – if you are a savvy investor. First – let me define a dividend. A dividend is a reward given to a corporation’s shareholders for owning their […]

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Women Need Advisory Firm They Can Trust

The subprime housing crisis and prominent investment scandals, such as the extensive Ponzi scheme perpetuated by Bernie Madoff, have left the average investor wondering who to trust and how to grow their retirement and other investments. This is particularly true for women, who sometimes feel especially vulnerable when dealing with […]

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Trump Aims to Repeal Law Meant to Protect Retirement Savings

President Trump is likely to repeal a landmark retirement-savings rule that was slated to go into effect in April 2017. Crafted by the Obama administration, the Fiduciary Rule, as it is known, would require financial advisors to have fiduciary responsibility for their client’s retirement accounts. In other words: Financial advisors […]

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