Expectations for growth have decreased in recent months, anticipation rising for improvement in US and global economic data. After reaching a new all-time high in July, the S&P 500 Index sold off sharply at the beginning of August on a combination of US/China trade tensions and overall economic concerns. This sell-off coincided with a temporary […]
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Looming legislation may have an impact on plans to leave IRA accounts to adult children… Here’s why: The legislation would require certain beneficiaries to accelerate the distributions they’re required to take out of inherited IRAs. If your adult children beneficiaries are forced to take out sizeable amounts of money from the account, it not only […]
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However, as with other types of financial planning, bear in mind that your child’s college funding plan requires a disciplined approach that emphasizes consistency with your overall goals and objectives. Here is where planning comes in: Work with a financial advisor to establish a goal and determine how much you need to (and can) save […]
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Global Markets Continue Increase During the 2nd Quarter. Global markets continued to expand during the second quarter of 2019, albeit with more volatility and at a slower pace than the first quarter. By the end of the first half of 2019, US equities led the way, with the benchmark S&P 500 Index advancing 18.54%. International […]
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Keeping your information secure from criminals is a top priority for our firm, and we take clear and actionable steps in our security measures. With cybersecurity extending far beyond traditional laptops and desktops, we need to be very vigilant in protecting our personal information. Many of the electronic devices we are enjoying today, from cell […]
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