The Retirement Transition

Posted by on Aug 31, 2016 in Business Owners, Goals, Investments, Retirement | 0 comments

JOIN THE CLUB – Approximately 10,000 people in the U.S. turn 65 every day, so covering the planning for those retirement years is a major issue in this country. Unfortunately, there are many people who get laid off or become disabled before they choose to retire. Others retire without a direction for the next phase of their lives, and business owners wait too long to plan for the sale of their business. WHAT’S NEXT? Walking the dog, seeing the doctor once in a while, and going to the store are nice activities, but that will become boring really quickly. Here are some ideas...

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Now Is The Time For Quantitative Tightening

Posted by on Jul 21, 2016 in Economy, Investments | 0 comments

Quantitative easing (QE) was an infusion of capital to prevent a potential collapse of the economy, and the FRB’s history of telegraphing their decisions on rates has helped bolster the markets along the way. Contradictory economic data hits them almost daily, making it difficult, if not impossible, to pursue a steady policy or formula. It’s worse than trying to guess where a pinball will go next. You can’t predict chaos.   According to the Federal Reserve Act, their monetary policy objectives are to “maintain long run growth of the monetary and credit aggregates commensurate...

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Fiduciary Rule Proposed by Dept. of Labor May Get Watered Down

Posted by on Jul 15, 2016 in Advice for Advisors, Economy, Investments, Retirement | 0 comments

The Department of Labor (DOL) fiduciary rule is intended to protect owners of plans in IRAs and those that can be rolled over into an IRA. The purpose is to make sure that any recommendation is in the best interest of the investor, not the advisor. The hope is to regulate the greed of advisors who are only looking to make a high commission without concern to the long term impact on the consumer. This rule should weed out unscrupulous sales practices. It is supposed to start rolling out in April, 2017. That would be a very good thing for investors … if it were to happen as originally...

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