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July 27, 2018

"Experts" are sometimes wrong about the markets...and everything else

By James Behr Jr

As we are now a little more than half-way through the year, we would like to highlight some of the differences in projections for the S&P 500 index that Wall Street strategists have made for 2018. These projections are often used by investors to[...]

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July 18, 2018

Charitable Donations: Consider Gifting Your RMD

By James Behr Jr

The Tax Cuts and Jobs Act of 2017 that passed through the Senate and House of Representatives this past December will have a wide range of effects on taxpayers. The new tax law is nearly doubling the standard deduction to $12,000 for single[...]

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June 28, 2018

Pre-Retirement Checklist

By James Behr Jr

Retirement is a huge step in life—one that we work most of our lives to reach. Planning for retirement and knowing how to ensure you’re ready for it are often difficult, but we have compiled a short pre-retirement checklist to help guide you[...]

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June 05, 2018

Starting Your First Job? 4 Steps to Getting Off on Right Path Financially

By James Behr Jr

So you’ve finally landed your first full time job? Congratulations on reaching a major milestone! What comes next? Here are a few steps that will help start you on the right path financially:

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May 30, 2018

Negative Headlines Continue for Equity Markets Sparked by Italy Fears

By James Behr Jr

Over Memorial Day Weekend while Americans were barbecuing and celebrating the holiday, drama surrounding the Italian government and the country’s government debt spiked. The Italian political turmoil ignited fears that upcoming elections in the[...]

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May 30, 2018

Buying Insurance On The Market: Protective Puts

By James Behr Jr

If you are reading this and you own a home or a car you most likely have homeowners or auto insurance. These insurance policies are meant to protect the value of the asset. But what about your financial assets? Did you know you could also buy[...]

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May 21, 2018

Saving or Investing Your Savings

By James Behr Jr

Saving money is the first step when preparing for retirement, and is often the hardest. Once you save your money the next step is to decide what to do with it, this is the most important step. 

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May 10, 2018

Three Things To Consider About Credit Card Debt

By James Behr Jr

Credit card debt is on the rise; as of 2017 nearly half of Americans have been carrying a credit card balance for two or more years. The average household carries revolving debt of $6,081 and makes minimum payments when the bill comes. 

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May 01, 2018

How Much Should You Contribute to a 401(k)?

By James Behr Jr

The change in employer sponsored retirement plans from defined benefit plans (pensions) to defined contribution plans (401ks) has left many Americans in charge of saving and investing for their own retirement. This is a notable change from when[...]

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April 24, 2018

Are You Investing For Retirement?

By James Behr Jr

Are you investing for retirement? It's a scary thought for most Americans these days. One-third of Americans report they have no retirement savings, and 23% have less than $10,000 saved. This lack of savings indicates that just getting started on[...]

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