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Why You Should Consider Putting Your Property in a Trust

July 17, 2020 |
where is the best place to get help with property trusts west palm beach?

Deciding how to handle your assets in preparation for the future can seem intimidating, and you might be wondering what your options are. While you might initially consider a will,...

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Should I Choose to Place My Assets in A Trust?

July 13, 2020 |
who offers trust financial planning palm beach?

You’ve worked hard to secure your present financial security, but what about your future? Your family’s future? There are many options available for the future of your assets, but few...

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What Might Be Next — Inflation or Deflation?

July 1, 2020 |
Financial-Meeting

Consumer prices fell by 0.8% on a seasonally adjusted basis in April, the biggest drop in more than a dozen years, the Bureau of Labor Statistics reported. Conversely, prices for...

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The Pandemic’s Financial Toll on Women

June 30, 2020 |
Financial-Discussion

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is...

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How the Pandemic is Affecting the Real Estate Market

June 30, 2020 |
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Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types...

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Are the Stock Market and the Economy Out of Sync?

June 9, 2020 |

In normal times, the stock market is often a reflection of the economy. But these are not normal times. Even though April was marked by a global shutdown of businesses,...

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The Perks and Pitfalls of Self-Employment

June 5, 2020 |

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo...

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Gender Dynamics: Pre- and Post-Pandemic

May 28, 2020 |

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more...

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How to Deal With Financial Stress

May 20, 2020 |

A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1   39% were worried about job security...

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Why Sequence of Returns is Important

May 12, 2020 |

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that...

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What Does National Stimulus Relief Mean for You?

May 5, 2020 |

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief...

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Takeaways From Warren Buffett’s Annual Shareholders Letter

May 1, 2020 |

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1   The above quote is one of the ideas Warren Buffett conveyed in his...

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Contingency Plans Helpful to Weather the Unexpected

April 21, 2020 |

Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s...

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Breaking Down the Recent Jargon of the Market

April 14, 2020 |

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due...

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Affordable Housing Crisis Challenges

April 7, 2020 |

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,...

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The Coronavirus and Other Oddball Risks

March 17, 2020 |

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day.   One of...

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Student Loan Debt Affects More Than Millennials

March 5, 2020 |

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,...

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RMD Considerations

February 18, 2020 |

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP...

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Assessing the Role of Government

February 12, 2020 |

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1   One issue...

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Financial Tips For 2020

February 6, 2020 |

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that...

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