Blogs

All About Required Minimum Distributions (RMD)

There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature…

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Capitalism & Competition: is it working?

In capitalism, all management, labor and profits are privately controlled. In a socialist economy, however, businesses are owned and run…

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Demographics Differing on Retirement Plans

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000….

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Retirement Withdrawal Strategies

As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how…

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Putting Inflation Expectations in Perspective

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower….

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America’s Seesaw Wealth

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession…

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The Investment Greats in America and What They Can Teach Us

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in…

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The Fed Changes the ‘FAIT’ of Economic Recovery

In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously…

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Retirement Plans for Self-Employed People

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases —…

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