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Need To Take IRA RMDs This Year? You Can Chill. We’re On It.

What’s at the top of our to-do list this month and next? It’s time to take care of RMDs (Required Minimum Distributions) from your IRAs if you’re age 70½ or over, or are the beneficiary of an Inherited IRA. What’s the deal? We’ve already alerted clients who need to start their RMDs next year. There’s […]

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Think You’ll Inherit? What You Think May Be All Wrong

Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially true of millennials, or the generation born between 1981 and 1996. There seems to be a huge disconnect between what millennials think they’ll inherit and what’s actually on the way, writes Rose Kennedy for the Atlanta Journal Constitution, quoting Adam Financial […]

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Did You Know Real Estate Funds Get This Powerful Tax Break?

This tax loophole really slipped under the radar, so don’t feel bad if you missed it. Earlier this year, the IRS clarified the rules for a special tax break available to investors in real estate under the Tax Cuts and Jobs Act of 2017. Here’s the good part. You don’t have to own an entire […]

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Quote Of The Week: Good Stocks Versus Clean Socks

What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own.  Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]

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Good News For Investors: Schwab Slashes Investment Costs Once Again

Schwab dropped a bombshell Tuesday morning. Starting October 7, Schwab is lowering online commissions for U.S. stocks, ETFs (Exchange Traded Funds) and options to zero. These savings will be passed through to you, as our investment advisor client. Lower costs will help you keep more of what you make. “Almost forty five years ago, Chuck […]

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Quote Of The Week: The Search For Yield

“Investors are once again being forced to look farther afield for income and returns. In some cases, that requires them to face the unpleasant prospect of taking more risk or lowering their longer-term expectations. “That’s the world we’re living in now,” said James Bianco,  head of Chicago-based advisory firm Bianco Research. “Two percent is now […]

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Stocks vs. Bonds: Which Are Offering The Best Opportunities In This Market?

Tempted to give up on stocks and flee for the hills? Don’t do that quite yet. When you take a good hard look at investment options, you’ll see why we think stocks may still represent the best investment opportunity out there. “For the first time since the financial crisis, stocks are earning more for investors […]

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More Clients Asking To Work With Women Advisors

Less than 15% of U.S. financial advisors are women and that’s way too few, especially when more clients are asking to work with women advisors, according to a recent report in the Wall Street Journal. Many people looking for a financial professional feel women are good listeners and can better understand and address their money […]

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Sit Tight When Stocks Drop

Do you get that feeling of panic when you turn on the TV news and see those triple-digit market drops? You’re not alone. Unfortunately, that type of market turbulence is a pretty common occurrence nowadays. Big market movements are becoming everyday events, but in all fairness, the markets are just as likely to climb up […]

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What Those Recession Headlines Really Mean

Many people reading last week’s news headlines may have concluded that a recession is just around the corner. That would be a mistake. Here’s a quick breakdown of what those headlines really mean: Last week the big news was the yield curve inversion. What’s an inverted yield curve? When the yield curve is inverted, it means […]

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