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February 2019 Recap: Don’t Fear the Fed!

The markets registered another solid month, with all of the major indicators moving further into double-digit returns for 2019.  The strong performance, surprising to many economists and analysts, comes in spite of the lukewarm earnings gains for many companies. Weaker earnings gains were anticipated by the market, but some had gone too far, predicting actual...
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Don’t Lose Track of Your Previous Employer Retirement Plans

In December 2018 it was announced that MetLife was ordered to pay a fine of $1 million and provide payments, with interest, to 13,500 people nationwide it had wrongly designated as “presumed dead.” MetLife bought the obligation to pay the employees’ pensions from their former employers and was required to keep funds in reserve for these...
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Should I Say, “I Do”? Considerations for Unmarried Couples

The number of unmarried couples who live together are on the rise whether you know it or not. In fact, I’m willing to bet that some of your “married” friends are actually domestic partners. You may have attended their wedding but that does not mean they signed the legal document. Only their accountant or financial planner...
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Is Dental Insurance a Scam?

The decision as to whether you need a dental treatment is often in a gray area. One dentist will say one thing, one will say another. This is normal, and it’s to be expected. But it means that the usual signs of insurance fraud – a practitioner prescribing more procedures than his or her colleagues...
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Alternative Investments: Should I Invest in Film Financing?

Everyone loves the story of the film, produced for $750,000 by a handful of private investors (entrepreneurs, doctors and small business owners) with most of them contributing $10,000 to $20,000, that grossed $5,000,000 at the box office. Anyone who has produced an independent film will tell you the most difficult task is raising money to...
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January 2019 Recap: The wall! The government shutdown! Trump! Pelosi! McConnell!

The markets begin 2019 with a “stealth recovery” as all of the major indicators recorded positive increases. What’s driving the advance over the past three to four weeks? It doesn’t seem to be corporate earnings, which have been mixed for the companies that have reported so far. Projected earnings gains for the coming year are...
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