Blog

May
17

Provided by: Your Family CFO Team

Happy Buttonwood Agreement Day!

On May 17, 1792, history was made with the signing of the Buttonwood Agreement.  Just sixteen years after America was founded, the New York Stock Exchange was formed beneath the Buttonwood Tree at 68 Wall Street, New York, NY. The mid 1700’s was a time where brokers, merchants and auctioneers bought and sold to one…

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May
14

Provided by: Your Family CFO Team

Splash!

How do employers lure staff in a tightening labor market? The curly tail grubs and spinnies of the business world are higher wages and better benefits. During the past decade, the employment picture in the United States has shifted dramatically. In mid-2009, 15.4 million unemployed Americans were chasing 2.2 million available jobs. At the end…

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May
07

Provided by: Your Family CFO Team

What in the world?

A lot happened last week. Some of the notable events included: Trade talks between the United States and China. The talks were described as “frank, efficient, and constructive,” although significant issues have yet to be resolved. A Federal Open Market Committee meeting. The Federal Reserve indicated it expects to raise rates during 2018, but did…

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April
30

Provided by: Your Family CFO Team

A meeting of the minds…

The Federal Reserve and the U.S. bond market appear to be in agreement about the direction of interest rates. For more years than anyone cares to count, investment professionals have been predicting the end of the bull market in bonds. Bond guru Bill Gross called the end of the bond bull in 2011 – and…

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April
23

Provided by: Your Family CFO Team

The world is in debt…

Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How You are the CEO of your family. Who is your Family CFO? This is the role we fulfill for families every day! We develop, implement, refine and revise…

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April
09

Provided by: Your Family CFO Team

You could almost hear the spurs jingling…

Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How You are the CEO of your family. Who is your Family CFO? This is the role we fulfill for families every day! We develop, implement, refine and revise…

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March
26

Provided by: Your Family CFO Team

Why am I saving and investing?

After a week like last week, it’s an important question.  There are many reason people save and invest, including to: Live the life they want today and in the future Accumulate resources so they’re prepared for any bumps in the road Provide an education for their children Offer assistance to parents Support a young person…

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March
19

Provided by: Your Family CFO Team

It is a good time for a gut check…

Last week, after sliding lower for four days, the Standard & Poor’s 500 Index recouped some of its losses on Friday. The reasons behind the week’s poor showing were diverse. Barron’s reported: “The market is so discombobulated right now that it can’t even decide what it’s afraid of. What do we mean? When the Standard…

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March
12

Provided by: Your Family CFO Team

It’s a bird… It’s a plane… It’s a labor shortage!

There is little doubt the Millennial generation has been reshaping our world.  One of the most remarkable aspects of this demographic group is a preference for experiences over consumer goods.  “Three out of four millennials would rather spend their money on an experience than buy something desirable.  The “experience generation” is now a third of…

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March
07

Provided by: Jon McGraw

Check Status of a Tax Refund in Minutes

This article provided by the Internal Revenue Service (IRS). Check Status of a Tax Refund in Minutes Using Where’s My Refund? The Where’s My Refund? tool gives taxpayers access to their tax return and refund status anytime. All they need is internet access and three pieces of information: Their Social Security number. Their filing status….

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