The Protecting Americans from Tax Hikes (PATH)

In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that will keep the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation includes the...

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Labor Day Market Jitters

Chances are you’re sneaking a peak at the investment markets these days--maybe more than once a day. They’ve certainly been providing their share of excitement: down 4% one day, up more than 2% the next day or two, and who knows what’s causing the turmoil? In August,...

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BOOM: Puerto Rico’s Bonds Finally Blow Up

One of the first things I learned cutting my teeth in the investing world was to avoid municipal bonds from Puerto Rico.  My mentor liked to refer to the US Territory as a banana republic.  “That my friend is a ticking time bond waiting to blow up in your clients’...

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Are Your Retirement Dreams Out of Reach?

Every year the Employee Benefit Research Institute publishes their Retirement Confidence Survey.  Any every year one of the keys to overall retirement confidence is having a written goal.  But for many of us, a retirement goal that needs million(s) of dollars seems...

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How Should Entrepreneurs Be Spending Their Time?

What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time In an analysis of more than 14,000 businesses, a new study finds the most valuable companies take a contrarian approach to the boss doing the selling. Who does the selling in your...

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Six Reason Why You Shouldn’t be Diversified

[fusion_text]Diversification is a great financial planning strategy, but does it really work for the company you're building? How does Vitamix get away with charging $700 for a blender when reputable companies like Cuisinart and Breville make blenders for less than...

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2015 Playbook: Diversification, Divergence and Defense

Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States.  No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt...

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An Easy Exam to Test Your Business's Health

When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything.  How much pressure your blood is under as it courses through your veins is a reliable...

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IRS Reverses Course in Favor of HCEs

[fusion_text]The IRS finally gave up after years of fighting that after-tax 401(k) dollars cannot be rolled into a Roth conversion. Most people simply put money into their 401(k) pre-tax--up to the annual employee limit. However, some plans allow employees to make...

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