Advisors

Fixed-income investments typically offer a safe haven for investors who want reliable returns and some protection from the volatility of the stock market. The downside of fixed-income investments, however, is that over time inflation can significantly drag down your real returns. “Inflation and fixed income are not a good combination usually,” said George Rusnak, co-head
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Central to Americans’ confidence in our government is their confidence in our tax-collection system. Unfortunately, the Internal Revenue Service has not always earned that trust, undermining this system of voluntary compliance and taxpayer engagement. Fortunately, this has been a bipartisan issue in the past, and we believe a bipartisan proposal exists to once again solve
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Most investors are extremely diligent in determining what investments should be a part of their portfolios. Certainly, you want to make sure that any specific security or fund is serving a purpose and is chosen because it has the potential to meet your needs and goals. However, what investors often overlook or neglect is their
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Most everyone looks forward to retiring while they are working, because they relish the thought of no longer having daily commitments. However, not many people understand how investing for retirement really works. Here are some commonly asked questions about retirement plans. 1. When should I begin taking distributions from a pension, profit-sharing or 401(k) plan?
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Pensions were common when it was typical to work for a company for 20 or 30 years and then retire with a gold watch and a full package of retirement benefits. When speaking about retirement savings, there was the “three-legged stool” of retirement income: personal savings, Social Security benefits and a pension. In this retirement-saving
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You should read your anxiety about money as a call to action, says certified financial planner Douglas Boneparth. “Money tends to be an emotional area of people’s lives, so it’s no surprise that they think about this quite frequently,” said Boneparth, president of Bone Fide Wealth. “There are a number of ways to deal with
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