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Time for Advisors to Focus on Income Funds?

by Charles H. Self III Level 17
As we experience the last act of this equity bull market, advisors are looking for places to protect client funds with a potential of earning returns greater than that available from cash equivalents. As the chart below ...(more)
Comment   |  Sep 26, 2018 from Appleton, WI
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What Pension Options Do Teacher's Have?

by Nathan Garcia, CFP® Level 16
https://www.youtube.com/embed/FRSeLKarJww?start=5    (more)
Comment   |  Sep 24, 2018
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What Pension Options do Teacher's Have?

by Nathan Garcia, CFP® Level 16
<iframe width="560" height="315" src="https://www.youtube.com/embed/FRSeLKarJww?start=5" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen></iframe>(more)
Comment   |  Sep 24, 2018
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What’s your plan for retiree dental care?

by Larry R Frank Sr Level 20
Most people believe Medicare covers dental – nope – Medicare does not! Some Medicare Advantage plans do (and some don’t – you need to check). Some retirees may have employer provided dental coverage. Check to see if ...(more)
Comment   |  Sep 20, 2018 from Roseville, CA
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PLAN ADMINISTRATION IS A HASSLE …but does it have to be?

by Curtis Steven Farrell Level 16
3 Tips for Managing 401(k) Plan Administration Headaches As an HR professional, you have mastered the art of juggling and hopefully, you look good in hats, because you’re likely to find yourself wearing a number of ...(more)
Comment   |  Sep 06, 2018 from Mission Viejo, CA
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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 17
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 17
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
1 vote

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 17
  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
1 vote

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
0 votes

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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