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Global Market Insight Weekly
Investment Portfolio Tax Optimization
Are your investments managed tax efficiently. There is a difference between asset diversification and asset LOCATION. Are your investments in the right bucket? Are you paying unnecessary taxes on your investments?
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Five Reasons to add a Cash Balance Plan
Five Reasons to Add a Cash Balance Plan
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S&P 500 performance after negative years
S&P 500 Past Performance After Negative Years
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First Trust Market Perspectives
First Trust provides some great insight into the stock market and past performance after previous drawdowns.
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US Recession Scorecard
Are we in a recession or going into a recession?
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RBC Mid-Year Outlook
2022 economic mid-year outlook, EV, inflation, potential recession and equity opportunities amid inflationary times
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Growth StockValuation
Growth stocks have reverted to below their average P/E. Is it a good time to buy?
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Past Performance of the S&P 500
Past performance of the S&P 500 when we have had fairly large drawdowns during the first 48 days of the year.
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War Time and the Stock Market
Past performance of the S&P 500 soon after war times.
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September Stock Market Volatility
Avg. Stock Market Monthly Returns for the S&P500
Read More10 ROTH IRA Mistakes That Could Cost You Thousands
https://www.msn.com/en-us/money/savingandinvesting/10-roth-ira-mistakes-that-could-cost-you-thousands/ss-AAMMDXX?ocid=msedgntp#image=12
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Trust as Beneficiary of your IRA
Naming a Trust as IRA Beneficiary: Key Considerations (wealthmanagement.com)
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Stocks in a rising interest rate environment
Stock Market Performance in a rising interest rate environment
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3rd Quarter Investors Edge Newsletter
3rd Quarter Investors Edge Newsletter
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Russell Investments 3rd Quarter Outlook
Russell Investments 3rd Quarter Market Outlook
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Past year's drawdown within each year of the S&P 500
Drawdown/volatility within each year of the S&P 500
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New 2018 tax reform act income increases
2018 Increases in income due to 2018 Tax Reform Act
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16 Rules for Investment Success
16 Rules for Investment Success
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Quarterly Financial and Estate Planning Topics
1st Quarter Market Review
Read MoreSocial Security: Two Benefit Strategies Eliminated
With the passage of the Bipartisan Budget Act of 2015, two strategies to potentially maximize Social Security benefit payments were eliminated. AN OVERVIEW Prior to the budget’s passage, married couples had two strategies to help...
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