Finance

Pension vs. 401(k)

Given a choice, which would you choose: a guaranteed fixed income for the rest of your life, or a lump sum that you could invest? As it turns out, lots of people prefer a sure thing.   This is what a recent survey showed about public sector employees posed with the option to select a…

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Are We in a Corporate Debt Bubble?

2018 marks the 10th anniversary of the Great Recession of 2008. Despite a painfully slow recovery, U.S. economic growth has been sustainable. The stock and bond markets continue to perform well, unemployment is low and the economy is generally considered healthy and booming.   And yet, whenever things are going well, it’s only human nature…

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Sustainable Investing Goes Mainstream

Invest in what you know is a common piece of investment wisdom. In the past, that advice has most likely referenced your favorite soda or retail store. Today, however, more people are investing in actions and causes they champion, and this is true of companies, as well.   For example, while the current U.S. administration…

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When to Pivot?

The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather a few bumps and bruises to climb even higher. That’s the good news. 1   The bad news are the expected near-term headwinds that could…

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Trade Wars

There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in previous years, but that calm may end as there have been ongoing discussions about tariffs with global trade partners.1   In the past, the presidential power…

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Tax Burden Shifts in Divorces

The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as a tax-deductible expense, while alimony payments will be tax-free to recipients. In other words, the tax burden on that income will shift from the receiver to…

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