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So You Think You Know

The American College recently made this 2107 Retirement Income Literacy Quiz available.   Many think they know all they need to when it comes to managing finances in retirement, but the stats of the survey show that almost THREE QUARTERS of respondents didn’t post a passing grade.  You can read more about the quiz results here or take…

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Keeping Up With The Fiduciary Standard

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…

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What is a “Safe” Retirement Withdrawal Rate?

In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate is a fixed percentage distributed as a systematic withdrawal that reasonably expects portfolio funds to last throughout the retiree’s lifetime. When determining your personal retirement withdrawal rate, it’s important to…

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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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