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king's crown

Quote Of The Week: You’ve Accumulated A King’s Ransom, But Can You Keep It?

“If you think accumulating a king’s ransom is difficult, try holding onto one.” Steffi Claiden,”Preserving the Family Fortune,” RealAssets Adviser, March 2017 The Takeaway: Holding onto money across generations can be an enormous struggle, says Claiden. 70 percent of the wealthy lose their money by the second generation, and 90% go bust by the 3rd generation. […]

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5 Tips To Deal With A Coming Correction

The stock market has enjoyed a pretty steady climb upwards since the November election. Could that calm soon be coming to an end? If so, it’s a good time to brush up on market corrections and how you can take volatile and hostile markets in stride. 1).  Just what is a correction?  A correction is […]

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foreign flags

Time For A Foreign Affair?

Don’t look now, but foreign stocks are starting to sizzle. After years of disappointing performance relative to U.S. investments, foreign stocks are emerging as the hottest ticket in town. Here’s why: They’re on sale compared to U.S. stocks. “We’re now in the eighth year of the bull market in U.S. equities, and it’s increasingly difficult to […]

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Is This Bull Running Out Of Steam?

You would think that a rising market would make investors happy. But the higher it goes, and the longer this bull market persists, the more people seem to worry. While the investment future is always uncertain, here are a few facts, as well as misconceptions about the market, that may help put investors’ minds at […]

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joe mansueto

Quote Of The Week: With Investing, Beware TMI (Too Much Information)

Morningstar founder and CEO Joe Mansueto just retired after 33 years. The company he started in his Chicago apartment – and that turned him into a billionaire – is now the go-to source for information and analysis on mutual funds, exchange traded funds and all kinds of investment products in what is now a $16 trillion+ industry. It’s hard […]

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janet yellen 2

Don’t Fear The Rate Hike

Odds are that the Federal Reserve will raise rates tomorrow afternoon by another quarter point (0.25%) in response to improving economic conditions and a robust job market. Wall Street is eyeing three or four rate hikes in total in 2017, although 2015 and 2016 estimates for multiple increases proved wide of the mark. For that reason, it’s best to […]

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wall street journal 2017-03-08 chart

Retired Investors Struggle With Rising Stocks, Low Rates

If you missed it, check out today’s article in The Wall Street Journal (“Stocks Have Tripled Since Crisis, but Low Rates Are Still Squeezing Savers”) addressing the dilemma of retired investors struggling with rising stock prices (and rising market risk) and low interest rates. Stingy yields on bonds and other “safe” investments are driving these investors further than […]

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bear with baby

Quote Of The Week: Don’t Worry About The Bear

“No one can consistently forecast the future of the economy or the course of the markets with accuracy, but the weight of the evidence is on the side of the bull market continuing. The smart strategy, then, is to stay in stocks and stay diversified.” James K. Glassman, contributing columnist and visiting fellow at the […]

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Tax form payment

Stash Some Extra Cash In Your IRA

You can still make 2016 contributions to your Traditional or Roth IRA account up to the April 18, 2017 deadline. Not sure whether you’re eligible? Give us a call to discuss your situation, and which type of contribution might be best for you. The sooner you stash more cash into your retirement accounts, the better. Here’s […]

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house money blue shutters

Tempted To Own Actual Real Estate Properties In Your IRA? Think Twice

Some investors like real estate so much they want to own actual rental homes and apartments in their retirement accounts. While it may be tempting to do so, there are many tax hurdles and potential pitfalls that can make such a move perilous. If real estate is on your mind, check out “Investing in Real Estate With […]

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