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Month

February 2018
Forget Bitcoin. The red-hot M&A market for RIAs (Registered Investment Advisors) shows no signs of slowing down. Research and investment banking firm Echelon Partners reports deal volumes in 2017 were on track to set a new record breaking 150 transactions. According to industry estimates, there are between 10 to 20 qualified buyers are lined up for...
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“You scream and shout. What’s it all about. I want out. I want out of you,” renowned singer/songwriter Russ Tolman sings in “I Want Out”. I felt like a lot of investors were thinking the same thing about their portfolio after watching the S&P 500 fall 3.9 percent this week, the most since early 2016. As investors, we...
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Isn’t it crazy how every sales guy working at an investment firms claims their products/strategies consistently beats the market? You’ve never heard a salesman say “To be honest, most of our clients lose money with us. However, our client portal is, modestly speaking, quite exquisite.” However, it’s critical to pay particular attention during these sales...
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One of the benefits of the newly signed tax-reform law is the temporary reduction in the medical expense deduction floor. The floor, which was scheduled to be 10% of adjusted gross income in 2017, will now be 7.5% for 2017 and 2018 (returns to 10% in 2019). So, each dollar spent on health care beyond...
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