Blog

December
12

Provided by: Vince Pastorino

2018 Retirement Plan Contribution Limits

Written by: Matthew Frankel (TMFMathGuy) The IRS recently announced updated retirement plan contribution limits for 2018, and there are several significant changes taking place. Here’s how the new contribution limits will affect 401(k) plans, IRA investors, and Americans who use other varieties of tax-advantaged retirement savings plans. 401(k), 403(b), 457, and Thrift Savings Plan contribution…

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December
11

Provided by: Your Family CFO Team

It’s the hap- happiest season of all.

While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow Jones Global ex U.S. Index is up about 21 percent year-to-date (refer to the table), and Treasury bond yields are lower than they were at the start of the…

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December
04

Provided by: Your Family CFO Team

What will it take to shake investor’s confidence?

From the perspective of unsettling events, last week was jam-packed. North Korea claimed to have the capability to strike the United States with a nuclear missile, tax reform continued to travel a controversial path through the House and Senate, and former national security adviser Michael Flynn pled guilty to lying to the FBI about conversations…

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November
27

Provided by: Your Family CFO Team

There was a lot to be thankful for last week…

Stock markets around the world may have ripened to full-slip sweetness this year. Emerging markets have delivered the most attractive returns year-to-date. The MSCI Emerging Markets Index was up 34 percent year-to-date, last week. The United States and Europe have marched higher, too. The Standard & Poor’s 500 Index was up about 16 percent year-to-date,…

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November
20

Provided by: Your Family CFO Team

Are investors more like tigers or African wild dogs?

It appears investors – retail and institutional – have become rather like predators. They patiently stalk shares, waiting for a dip, and then they strike – buying stocks when prices fall. Consider last week. Barron’s described it like this: “The Dow traded down nearly 80 points on Monday, 170 points on Tuesday, and 170 points…

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November
13

Provided by: Your Family CFO Team

Selling it overseas

Most of the companies in the Standard & Poor’s 500 (S&P 500) Index have reported third quarter earnings per share (EPS), which is the profit earned per share of stock outstanding during the period. Many have done quite well. With more than 90 percent of companies reporting, the total EPS growth rate for the S&P…

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November
06

Provided by: Your Family CFO Team

Taxes are what we pay for a civilized society

U.S. Supreme Court Justice Oliver Wendell Holmes’s statement is engraved on the front of the Internal Revenue Service building in Washington, D.C. Some people agree with the sentiment. Others believe it to be a logical fallacy. It’s likely the tax plan proposed by House Republicans last week had all of them talking, regardless of position…

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October
30

Provided by: Your Family CFO Team

The last full week of October was a box full of surprises…

First, U.S. economic growth exceeded expectations. The devastation wrought by Hurricanes Harvey, Irma, and Maria was widely expected to stifle U.S. quarterly growth, according to NPR. The Atlanta Federal Reserve predicted 2.5 percent gross domestic product (GDP)* growth for third quarter, down from 3.1 percent the previous quarter. Instead, U.S. GDP grew by 3.0 percent….

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October
19

Provided by: Macy

12 Ways Small Businesses Can Improve Their Social Media Presence

April 7, 2017 Post Written by Forbes Agency Council    Social media provides a powerful tool for outreach: Companies can share stories, talk about events or offers, or discuss services or solutions with interested customers or potential clients. But not every small business has set aside the time and money to establish an online strategy…

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October
16

Provided by: Your Family CFO Team

There’s a new kid in town: narrative economics

Last week, Richard Thaler was awarded the Nobel Prize in economics. His work in behavioral economics and finance recognizes not all economic and financial decisions are made after rational reflection. In Nudge, he wrote: “The workings of the human brain are more than a bit befuddling. How can we be so ingenious at some tasks…

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