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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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Welcome to the FAQ article. In these weekly blogs, I attempt to expand on a particular question I field throughout the week. This allows me to both dive deeper into the inquiry that I generally am unable to do in the constraints of a phone call and provide my audience with solutions and answers to...
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The scrutiny for public pension funds has never been more intense than it is right now. Cities and counties across the U.S. are going broke trying to keep up with public pension debt. It’s the albatross around the necks of cities and counties. Unless we do something the system may not survive. The biggest system in the...
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One week after the Thomas Fire exploded from a brush fire to a raging inferno, thousands of firefighters made some headway in their struggle to contain it. But it’s only one of six major wildfires torching the state, which have destroyed more than 1,000 structures. The blaze is larger than all of New York City...
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Author’s Note – With the Senate recently passing its version of HR 1 by a 51-49 vote it will begin reconciliation with the House to finalize the most significant tax reform in 31 years. Though this tax bill will expire on December 31, 2025 and reset to current law due to a budget gimmick necessary...
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At Lionshare Partners, we salute our brave men and women in uniform. Thank you for putting your life on the line to protect our great country. We honor and cherish your sacrifices that keep us safe. In turn, we try to give back where we can and is one of the primary reasons we launched...
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Medicare open enrollment is often overlooked by financial advisors who are scheduling meetings in the final quarter. The low hanging fruit items of reviewing investment portfolios to identify tax-loss (and sometimes tax-gain) harvesting opportunities, roth conversions, and maximizing contributions to retirement plans generally take priority. Medicare Open Enrollment begins October 15th and runs through December...
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