INSIGHTS

Lessons for the Next Crisis

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis.

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Sorting Through The Medicare Alphabet Soup

Sorting Through The Medicare Alphabet Soup

One of the topics at the forefront of retirees’ minds is healthcare. In the 1960s the government started the national social insurance program called Medicare to help retirees subsidize healthcare expenses in retirement. It is well publicized that the cost of healthcare has been rapidly outpacing inflation over the last two decades, and navigating this complex system and understanding how each part of Medicare works has become more important than ever.

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October 1st Safe Harbor 401k Deadline

October 1st Safe Harbor 401k Deadline

A safe harbor 401(k) plan design avoids annual nondiscrimination testing of employee elective contributions and employer matching contributions that is generally required in 401k plans. This allows small business owners and highly compensated employees the ability to maximize their contributions….

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Outsmarting the Ivy League?

Outsmarting the Ivy League?

Each year, the National Association of College and University Business Officers and Common Fund Institute produce a study on the returns of college endowments.[1]  This study tracks the results of University investment portfolios by size of their endowments.  Of the schools participating in the study in 2016, more than 93 had endowment assets exceeding $1-billion.

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Is it Time to “Beary” This Bull Market?

Is it Time to “Beary” This Bull Market?

It was Friday, March 6, 2009, and the stock market was in the midst of a six month freefall. In the last six months the Fed had stepped in and bailed out the banking system with the TARP program, Bear Stearns had been bailed out, the government salvaged Freddie Mac and Fannie Mae who guaranteed over half of the nation’s mortgages, and Lehman Brothers, the fourth largest investment bank in the United States, declared bankruptcy.

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