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Social Security gotchas with WEP and GPO Pensions

by Larry R Frank Sr Level 20
  Two big areas of confusion among people and advisors are the Windfall Elimination Provision(WEP) and the Government Pension Offset(GPO). Although they are often spoken in the same breath, they are really quite ...(more)
Comment   |  Jul 25, 2018 from Roseville, CA
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Losses Influence A Portfolio Disproportionately More Than Gains

by Daniel Ray Snover Level 6
By Daniel Snover and William Davis Successful investors will tell you they probably think more about losing money than they do making money.  Not that they’re ignoring the hard task of finding winners. They are not. ...(more)
Comment   |  Jul 23, 2018
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Maximize Your Giving with a Donor Advised Fund

by Charles Stuart Terry Level 6
When it comes to giving, the #1 question I get is “what’s the right amount to give?”  A less frequent question but almost important decision is “what’s the right way to give?” In addition to being able to give by cash, ...(more)
Comment   |  May 15, 2018
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DEBUNKING 401(K) MYTHS Myth #1: “We’re all set”

by Curtis Steven Farrell Level 16
Over our years working with business owners and employers, we’ve encountered a number of common myths that plan sponsors hold on to despite proof to the contrary. These myths can be harmful to plan sponsors and ...(more)
Comment   |  May 03, 2018 from Mission Viejo, CA
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Equity Trend Following Strategies are Shams

by Charles H. Self III Level 16
Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created these funds to attract investors that moved away from actively ...(more)
Comment   |  Apr 18, 2018 from Appleton, WI
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e.g. Guide to Financial Planning

by Carl Dwayne Goodin Level 8
A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump's recently ...(more)
Comment   |  Apr 07, 2018
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A Note About Inflation

by Carl Dwayne Goodin Level 8
A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump's recently ...(more)
Comment   |  Apr 07, 2018
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Market timing is an impractical way to invest

by Vernon Coffey Sumnicht Level 14
Investors are experiencing FUD (fear, uncertainty and doubt) and asking about getting “out of the market.” I’ve been investing for 40 years and I’ve never been comfortable. That’s why Mark Twain said, “October is one ...(more)
Comment   |  Mar 22, 2018 from Appleton, WI
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Wealth Planning is For Everyone

by Paul David Fenner Level 6
Wealth Planning is For Everyone The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling ...(more)
Comment   |  Mar 18, 2018
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How 401(K) Advisors Can Use ETFs

by Charles H. Self III Level 16
Exchange-traded funds (ETFs) have gained significant market share for over a decade now, and more investors are interested in utilizing the investment vehicle to design a diversified portfolio. Advisors' adoption of ...(more)
Comment   |  Mar 12, 2018 from Appleton, WI
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Tax Act, Your Company’s 401(k), and how $99 dollars could turn into $300,000

by Curtis Steven Farrell Level 16
As each New Year begins, many people make New Year’s resolutions, with the mantra – New Year, New Me. Topping the resolution charts year after year is health, both physical and financial. And while many are focused on ...(more)
Comment   |  Mar 08, 2018 from Mission Viejo, CA
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You’ve heard of the “1 percenters” – what percenter are you?

by Larry R Frank Sr Level 20
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Comment   |  Mar 08, 2018 from Roseville, CA
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Advisors: How to Show Valentine’s Day LOVE with Precious Metals Redux

by Charles H. Self III Level 16
  Two years ago, I posted a piece recommending that one of the most tangible ways that advisors can show affection to their clients is to add precious metals exposure to their portfolios. After a rough start in the ...(more)
Comment   |  Feb 13, 2018 from Appleton, WI
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Dos and don’ts for income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Jan 23, 2018 from Appleton, WI
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Dos and don’ts for fixed income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Feb 12, 2018 from Appleton, WI
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Bitcoin and Cryptocurrency: Long-term Potential or Short-term Buzz

by Richard Andrew Solt Level 12
Bitcoin is powered by a promising new technology, but many uncertainties remain The meteoric rise in the price of Bitcoin, which represents more than half of the nearly $500 billion cryptocurrency market, has dominated ...(more)
Comment   |  Jan 05, 2018
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Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes

by Ray A. Hawkins CFP ®, ADPAsm Level 16
Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes <header class="entry-header" style="box-sizing: inherit; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 1px solid #f5f5f5; ...(more)
Comment   |  Jan 02, 2018
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2018 Tax Reform: What you Need to Know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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2018 Tax Reform: What you need to know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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Who Does What (in your Retirement Plan)

by Curtis Steven Farrell Level 16
There is a fair amount of confusion surrounding the roles, responsibilities, and duties each party has to maintain a compliant retirement plan.  With new regulations and increased litigation, it’s more important than ...(more)
Comment   |  Dec 08, 2017 from Mission Viejo, CA
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