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What Is The Beige Book?

September 17, 2019

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 eight times a year. One source that helps inform their policy decisions is the “Beige Book,” which is the informal name for the FOMC’s “Summary of Commentary on Current Economic…

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…

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…

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…

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…

Boosting Financial Literacy is a Top Priority

June 25, 2019

Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.1 In a recent survey, 44 percent of Americans said…

Retirement Planning Challenges

June 18, 2019

In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First, fewer 65-year-olds have enough money to retire. Second, the number of people in this demographic with a college degree has more than doubled (53 percent…

Tech Trends

June 11, 2019

There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines replaced encyclopedias. Then, there are ideas that help solve problems that plague millions of people. Back pain, for example. Not only do approximately eight in…

Retirement: Savings and Financial Health

June 4, 2019

As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged 55 and older have no savings set aside for retirement and no pension. If that doesn’t change, they’ll be relying solely on Social Security during…

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