Greetings,
On November 2, 2015, President Obama signed into law a budget deal that affects certain Social Security claiming strategies. The changes mainly affected two strategies that helped retirees
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Investors Keep Cool Despite Recent Events
The major averages ended last week on a high note despite ongoing concerns about terrorism. Investors kept their cool and gave the S&P 500 its best week of the year.[1] For the week, the S&P
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How Will the Paris Attacks Affect Markets?
Markets gave up gains last week and closed lower, ending the worst week since mid-August. Nerves about a possible December rate hike and faltering commodity prices contributed to selling pressure.
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Special Update to Social Security Claiming Strategies
Due to the new budget deal signed by President Obama on November 2nd, 2015, popular Social Security claiming strategies will be phased out.
These changes affect the ability some individuals have to
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Stocks Finish Strong on Surprising Jobs Report
Markets ended last week on a high note, marking the sixth straight week of gains and the longest winning streak for the major averages since late 2014.[1] For the week, the S&P 500 grew 0.95%, the
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Special Update: New Budget Deal Affects Social Security Strategies
Facing down another government shutdown, the House and Senate passed a new budget deal last week that suspends the debt limit until 2017 and increases funding levels for a number of federal programs.
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How Does an Inheritance Change Your Financial Picture?
Greetings!
According to the Center for Retirement Research, two-thirds of baby boomers can expect an inheritance.[1] If you're lucky enough to inherit money, you might wonder: how will an
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Why Do We Care About Earnings?
Stocks rallied again last week on a strong Tech sector showing, bringing the S&P 500 positive for the year again. For the week, the S&P 500 gained 2.07%, the Dow grew 2.50%, and the NASDAQ
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