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Is a Trusteed IRA a Good Strategy for You?

Leaving a legacy to your loved ones may be important to you, but when the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in a way that you’d want them to? There are options available for you to have varying levels of control over how… Read More

Market Commentary- 6/18/2018

Deal or no deal? Last week opened with heightened trade tensions between the United States and its allies. It closed with the United States imposing new tariffs on $50 billion of Chinese goods. The Chinese declared it was the start of a trade war, reported Financial Times. U.S. markets largely ignored the potential impact of… Read More

Market Commentary- 6/11/2018

G whiz! Never before could the Group of 7 (G7) Summit have been mistaken for reality TV. The generally dignified annual meeting of leaders from the United States, Canada, France, Germany, Italy, Japan, and the United Kingdom (along with the heads of the European Commission and European Council) was a lot more contentious than usual,… Read More

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Market Commentary- 6/4/2018

If the countries were instruments, last week sounded like a fifth grade garage band. World markets were buffeted by a clamor of good, bad, and unexpected news last week. Events that captured media and investor attention included: Taxing America’s allies. Early in the week, investors weren’t the only ones riled by the administration announcement it… Read More

Retirement Plans: Aging “in place” – Best Cities

“There’s no place like home.”1 Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave goodbye to friends and family as they head for new adventures in… Read More

Market Commentary- 5/29/2018

Geopolitical uncertainty didn’t dent U.S. stocks last week. Geopolitics is the intersection of geography, economics, and politics. Last week, there were some fine examples of the ways geopolitical events can create uncertainty. Barron’s reported: “President Donald Trump began the week suggesting that a trade war with China was on hold, before later ordering his administration… Read More

Market Commentary – May 21, 2018

Too much? Too little? Or just right? U.S. stock markets were relatively calm, although they finished the week lower. U.S. Treasury yields hit a 7-year high and finished the week above 3 percent. While these were notable, the most remarkable events last week occurred beyond our borders. These include: The Vatican publishing a position paper… Read More

Market Commentary – 5/14/18

Splash! How do employers lure staff in a tightening labor market? The curly tail grubs and spinnies of the business world are higher wages and better benefits. During the past decade, the employment picture in the United States has shifted dramatically. In mid-2009, 15.4 million unemployed Americans were chasing 2.2 million available jobs. At the… Read More

Market Commentary – 5/7/18

What in the world? A lot happened last week. Some of the notable events included: Trade talks between the United States and China. The talks were described as “frank, efficient, and constructive,” although significant issues have yet to be resolved. A Federal Open Market Committee meeting. The Federal Reserve indicated it expects to raise rates… Read More