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Archive for March 2017

Global Trade: Problems and Potential Solutions

Global trade and investment have increased dramatically over the past 30 years.1 On one hand, importing lower-cost goods from other countries has saved Americans money. On the other, it has cost American jobs. How many jobs? About 6 million from the manufacturing sector alone between 1999 and 2011, according to the Bureau of Labor Statistics.…

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Investment Trends for 2017 

There are plenty of changes on tap for the 2017 investment horizon, not the least of which is a new business and investment-minded president in office. In its investment outlook for 2017, J.P. Morgan reports that the slow economic growth trend of the last eight years could get a turbo charge by President Trump’s plans…

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Quick Facts About IRAs

While an IRA may have a lower annual contribution limit (2017: $5,500; $6,500 age 50 or older<1>) than a workplace-sponsored retirement plan, opening an IRA can provide an opportunity to help diversify your retirement assets. An IRA offers certain benefits that are generally not available in a 401(k), such as:<2> Lower cost Larger spectrum of…

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Tax Strategies for Retirement Portfolios

Tax-deferred financial vehicles are an effective way to accumulate assets while you’re working. However, once retired, individuals should carefully consider how (and when) to position assets to help optimize growth and income while reducing their tax liability. The following are some points to remember about distributions. Taxable Investment Portfolio Short-term capital gains are taxed at…

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