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Why Global Intellectual Property Laws Matter

January 2, 2019 |

What’s the secret to Col. Sanders’ recipe for fried chicken? Is the reason Coca-Cola tastes different from Pepsi based on a formula locked up in a vault at corporate headquarters?...

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Health Care Roundup

December 26, 2018 |

By now, most of us know to check with our health insurance company to make sure our physician or specialist referral is covered by our health care plan and within...

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2018 Tax News

December 18, 2018 |

The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York and other high-tax states could...

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Trade Agreement Updates

December 13, 2018 |

In the new U.S.-Mexico-Canada Agreement (USMCA), which would replace the North American Free Trade Agreement (NAFTA), among gains for the United States is a new provision negotiated with Mexico related...

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The New Space Race

December 12, 2018 |

Space: The final frontier. Or is it? The U.S. is again taking a serious look at space exploration, but there are many factors to consider. President Trump last summer called...

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Interest Rate Watch

December 11, 2018 |

In late September, the Federal Reserve raised its key short-term interest rate to 2.25 percent from 2.0 percent, in its third increase of the year.1 The good news is that...

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Economic Indicators

December 10, 2018 |

Newton’s laws of motion and gravity are often applied to economics and the stock market. What goes up, must come down. While this generally explains a natural path of the...

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Pension vs. 401(k)

December 7, 2018 |

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...

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Are We in a Corporate Debt Bubble?

December 6, 2018 |

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...

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Real Estate Update

December 5, 2018 |

What a difference a decade makes. After the real estate debacle of the Great Recession, home prices are now near record highs in many markets with mortgage default and foreclosure...

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Annuity Strategies

December 4, 2018 |

In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining their current lifestyle during retirement. These people also are less...

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How Market Moves Affect Investor Decisions

December 3, 2018 |

The National Bureau of Economic Research recently explored how continued low returns can influence saving, investing and retirement behaviors. According to the report, diminished returns tend to motivate people to...

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Sustainable Investing Goes Mainstream

November 30, 2018 |

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...

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Retirement Readiness

November 29, 2018 |

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50...

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When to Pivot?

October 26, 2018 |

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...

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Trade Wars

September 7, 2018 |

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...

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Tax Burden Shifts in Divorces

September 7, 2018 |

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...

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Wealth and the Trump Effect

September 7, 2018 |

The Tax Cuts and Jobs Act was meant to kickstart the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment...

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Trends in Real Estate

September 7, 2018 |

1   In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents...

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Takeaways From the 2018 Berkshire Hathaway Annual Meeting

August 13, 2018 |

As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known...

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