Required Minimum Distributions could trigger an avalanche of taxes you never expected! Learn how to avoid 5 critical mistakes that could cost you a fortune, on Retirement Solutions Radio show, “5 Critical RMD Mistakes You Can’t Afford to Make” Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment…

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By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s common for the market to yield at least some “winners” and “losers” among asset classes each year, this was a significant phenomenon that hasn’t occurred…

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In the first month of 2019, pharmaceutical companies have increased prices on more than 250 prescription drugs despite calls from the president and Congress to reduce drug costs.1 These hikes have evoked the ire of President Trump, who has pledged to reduce drug prices in the United States, which are higher than in most other…

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Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on environmental, social and governance (ESG) issues have also doubled since 2014.1 RI used to suffer under the guise of a do-good passion project or something…

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U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like this, as share prices continue to bounce back and forth on a day-to-day basis, investors close to or in retirement often transition to more conservative…

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In recent years, the scope of the oil market has changed. OPEC, headquartered in Vienna, Austria, was established in 1960 to unify the petroleum policies of its members. These 14 countries, mostly in Africa and the Middle East, are considered hotbeds for oil.1 However, the world’s two largest producers are the United States and Russia.…

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There are 4 common mistakes with claiming your Social Security benefits … that could needlessly cost you tens of thousands of dollars. Learn how you could avoid them on Retirement Solutions Radio show, “4 Common Social Security Mistakes That Could Cost You Thousands!” Listen Now! Our firm assists retirees and pre-retirees in the creation of…

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