Posts Tagged ‘asset management’

Potential Models for Retirement Income

  As important as it is to plan your retirement goals, you never know what variables could force you to change course. Fortunately, there are a variety of options that can keep speed bumps from running you off the road to retirement. One of the most fluid aspects of retirement is the date. Some people…

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Too Much Positivity can Equal a Negative

  The mind is a powerful tool. It can protect, justify, trick and even make good things happen by its sheer will. A good example is the placebo effect, a biology-based phenomenon with proven positive results.1 But there are limits to what a positive mindset can truly accomplish. For example, a 2016 survey by asset…

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Regret Over Brexit?

In the aftermath of the United Kingdom’s decision to leave the European Union, financial commentators have predicted all kinds of fallout, including Scotland’s secession, generational disputes and uprisings, a cross-border exodus of worker talent and companies, economic recession, deficits in government budget and pension fund payouts and a real estate crisis. Although there are benefits…

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Where Do We Stand as a Country?

If there’s one phrase that’s entered the mainstream lexicon as the 2016 election approaches, it’s “Let’s make America great again!”1 Every president, regardless of party, vows to make the country better in some way, but as a whole, has America lost ground?2 Are we really not great anymore? In the big picture, our country is…

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Some Ways to Account for Inherited Assets

As difficult as it is to lose a loved one, it would be nice if the financial situation sorted itself out after a death. Unfortunately, receiving the assets of a deceased spouse or family member can be a complex process. Most people have their money stored in a variety of different financial vehicles — checking…

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Boomer Boom or Boomer Bust?

The phrase “boom or bust” refers to a scenario of great prosperity or economic growth followed suddenly by a period of decline. Some economists suspect the aptly termed “baby boomers” could potentially create just such a phenomenon during their twilight years. As the largest demographic group in history, baby boomers have been an important economic…

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More Options Don’t Always Lead to More Money

When it comes to managing finances, people have more choices than ever. Convenience may be at an all-time high — with financial vehicle options that fit a wide variety of needs — but this also means there are more choices that aren’t necessarily in the clients’ best interests. The growing number of options makes it…

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You Can Bank on Financial Apps – to a Degree

Financial technology, also known as fintech, is a growing business model among companies looking to use software to provide financial services. The ability to make transactions from any location, and at any hour, makes online banking and bill paying increasingly appealing. For this reason, fintech is being embraced by startups and large banks as an…

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Why Dividend-Paying Stocks Are So Popular Now

  Not only are the economy and financial markets sending mixed signals, now the Fed is too. Up until recently, the Federal Open Market Committee of the Federal Reserve Board had been unanimous in its efforts to either hold steady or slowly increase interest rates based on labor market conditions and inflation factors. However, at…

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Home Sweet Home

  Like other aspects of the economy, the real estate market has been slow to recover to “normal” levels. But we believe there are some positives that come with the lull in housing sales. In some pockets of the country, prices have escalated substantially due to low inventory, high demand and relatively low interest rates.…

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