Posts Tagged ‘2017 Inc. 5000 Winner’
Evolution of the 401(k)
When employer-sponsored 401(k) plans were introduced in the 1980s, an unexpected consequence occurred: Pensions stopped being the norm. One reason is that companies found 401(k) plans less expensive than traditional…
Read MoreThe Federal Reserve’s Role in the Economy
The U.S. government’s system of checks and balances applies not only to its distribution of power but also to its economic viability. The Securities and Exchange Commission regulates the investment…
Read MoreThe Impact of Income Inequality
A new study of high-earning clients of a bank’s wealth management unit tracked the fortunes of male and female young adults to learn how income inequity would impact their lives.…
Read MoreSteps for Building a Retirement Income Plan
Not everyone has dramatic success as an investor. For many, the key isn’t to have great stock market insights or great luck, but rather the foresight to consistently invest in…
Read MoreGet in the Know: Social Security and IRS Updates for 2018
The new year will bring several changes that could affect your Social Security benefits and retirement savings. Last October, the Social Security Administration announced cost-of-living adjustments for 2018 benefits. Starting…
Read MoreInnovation Around the World
Digital music service Spotify and the popular electronic games Minecraft and Candy Crush Saga all originated in Sweden. The country is home to some of the world’s largest technology companies…
Read MoreYear-End Tax Tips
As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax…
Read MoreMonetary Systems
In the days before cash, people bartered goods and services. Then we established various forms of “cash” payments, from paper bills and coins to checks, credit and debit card payments.…
Read MoreUpdate on the DOL Fiduciary Rule
In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into…
Read MoreThe Nature of Risk and Reward
Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for…
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