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Common Investing Mistakes

September 3, 2019

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 be up to no good. Fortunately, there also are some common red flags that warn us about things we should avoid when investing. For example, it’s usually not…

Examining the work/life balancing act

August 27, 2019

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 will spend:1 26 years sleeping 7 years trying to get to sleep 13 years at work 8 years watching TV 5 years eating 3 years on social media 3 years…

The Growing Popularity of Annuities

August 20, 2019

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 by pre-retirees and retirees concerned about stock market volatility and outliving their retirement income. The fixed annuity market experienced significant growth between 2017 and 2018, with a 25 percent increase…

Where is Dad’s Money?

August 13, 2019

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 place for Mom. There’s just one problem: He was an old-school guy who never consolidated his assets or set up online accounts. Also, it appears he worked with different…

Pros and Cons of Legislative Inertia

August 6, 2019

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed 169 bills this year1 while the Republican-dominated Senate had passed 61.2 Unfortunately, as of the same date, this divided impasse had produced only 24 enacted bills since…

2019 Midyear Outlook

July 30, 2019

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 flat and the Fed has indicated reticence to increasing interest rates through the end of the year. In fact, the only headwinds for the rest of the year…

Tech Talk: Energy Innovation, Machine Learning and Artificial…

July 23, 2019

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 industry of constant innovation and unlimited potential, presenting enormous investment opportunities for both institutional and Main Street investors. This is great for tech companies needing…

Don’t Avoid Family Conversations About Money

July 16, 2019

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job to stay home and raise the child? Here are a couple of interesting facts that may enter that equation:1 The average income for first-time mothers…

Stock Market Roundup: What to Watch

July 9, 2019

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any rolling 15-year period during that timeframe.1 While past performance is no guarantee of future results, that bit of history is good for stock investors to…

More Tax Considerations For 2019

July 2, 2019

According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008 to 2010.1 Of course, we do not recommend strategies to avoid legitimate tax liabilities. However, it is important to stay current with the constantly evolving…

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