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The Shame Game


Posted in: General

The globalized age of the Internet has deepened an already uncomfortable fact of human society: shame. There is dissent over how much peer pressure can motivate, and, of course, this can include pressures over retirement preparations. In one study, nearly a third of respondents said they made positive financial decisions based on how they felt about falling behind their peers in savings and salary

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Q2, 2014 Market Review and Outlook


Posted in: General

To Our Clients and Friends: It’s hard to believe that 2014 is half over.  It’s been a great year so far at FSR and we hope you have had an equally fine 2014 to date. The economy has continued to improve through 2014.  The Fed has begun their process of unwinding the third round of […]

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Ed Slott Talks Taxes


Posted in: Business Owner, Retirement Planning, Taxes, Wealth Transfers

As I grew in experience, one name kept coming up as the pre-eminent expert in this field: Ed Slott. Ed Slott is a CPA who offers his expertise to financial advisors around the country. The Wall Street Journal has called Ed “The Best Source for IRA Advice.”

Why am I singing the praises of Ed Slott? We have talked to many people about the role taxes play in planning for your IRA and other retirement accounts. Ed has a quick 10 minute video that explains in “plain English” what we have been preaching at our office. Below is the video by Ed entitled, “Life Insurance for Life and Beyond” which explains the concept of re-positioning your taxable and tax-deferred assets to tax-free and eliminating the five risks you have in your current portfolio.

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Special Needs Planning


Posted in: General, Special Needs Planning

Twenty million families in the United States face the challenge of raising a disabled child and the number continues to rise. You may be responsible for the care of a family member with a developmental, cognitive, physical or mental disability that may extend beyond the age of 18. With the rise in disabilities more families will need expert advice to ensure a financially sound future for their children.

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Can Current Market Valuations Be Justified – Mergers & Acquisitions


Posted in: Economics, Stock Market, Thought of the Week

Global Financial Private Capital’s investment committee sheds some light this week on an element of their thought process: Thinking like a Private Equity firm. That means they look for companies to round out the investment portfolio with qualities that suggest M&A potential. While they are NOT a Private Equity firm, with its attendant risk profile, they think like […]

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Tilt to Asia


Posted in: Economics, Thought of the Week

The “Thought of the Week” examines the economic expansion of China, the world’s second largest economy, and how it impacts global macroeconomic prospects. With thirty years of annual growth of approximately 10%, it can be assumed China’s wealth creation will slow down. In fact, China has experienced a dip in growth not too dissimilar to that […]

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Earnings Season


Posted in: Economics, Stock Market, Thought of the Week

This week’s “Thought of the Week” will discuss what factors are most likely to drive financial markets in 2013. Investors’ tendency has been to rush into equity funds as the stock market reaches a high and sell those same funds when markets are falling. Are they not heeding the stock market mantra, “Buy low; sell […]

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Don’t Think like an Investor – Think Like a Lender


Posted in: Economics, General, Just For Fun, Thought of the Week

Don’t think like an Investor-think like a Lender: This week’s article from our investment committee is one of the best they’ve written.  They walk you through the mindset of an investor vs the mindset of a lender.  Our investment committee explains why they like their investments to pay them on a regular basis.   We encourage […]

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Market Corrections


Posted in: General, Stock Market, Thought of the Week

Market Corrections: Now, more than any time since 2008, investors are worried about another market correction.  As you’ve heard hundreds of times before you cannot ‘time the market’.  This week our investment committee analyzes what has occurred since 2008 and what they are doing in this time of great market risk.   Please click on the link below to read […]

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