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Thoughts on Disability Insurance

Insuring against the unexpected is a vital element of any financial plan. For the most part, individuals are familiar with life insurance and health insurance policies, but take little action to protect their greatest asset—their ability to earn an income. Disability insurance hedges against this risk by providing income replacement should illness or injury jeopardize the physical capability to work. It’s easy to disregard the need for disability insurance if you don’t have... Read More
at Tuesday, June 4, 2019
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Q1 2019 Market Update

State of the Markets The first quarter of 2019 saw a significant rebound from the very steep decline investors experienced in the fourth quarter of 2018. While the fears that drove last year’s declines have not fully dissipated, the probabilities of worst-case scenarios have certainly diminished. Investors have accepted the reality that economies around the world are doing fine, the U.S. Federal Reserve is not our enemy, and disruption of the government does not necessarily mean... Read More
at Monday, April 29, 2019
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2019 Q1 Capital Markets Review

Each quarter we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
at Monday, April 15, 2019
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Managing Your Tax Liability

No Refund + No Payment = You’re Doing Something Right:  Managing Your Tax Liability The Trump administration enacted some major tax laws last year that taxpayers are starting to feel in diminished income tax refunds or higher payments in 2019. Essentially, the Tax Cuts and Jobs Act cut rates for taxpayers of every tax bracket, but also eliminated a great deal of deductions. This meant that most taxpayers had less tax withheld in 2018, slightly inflating their paychecks... Read More
at Wednesday, April 10, 2019
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Benefits of a Health Savings Account

Could a Health Savings Account Be Right for You? Since their inception in 2003, the popularity of Health Savings Accounts (HSAs) has been on the rise. For years it was the lesser known of the tax-advantaged retirement saving options, but more and more Americans are taking advantage of the opportunities HSAs afford to (1) reduce taxable income, (2) pay medical expenses with pre-tax money, and (3) increase savings for retirement. What is a Health Savings Account? Health Savings... Read More
at Tuesday, February 5, 2019
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