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The Importance of Knowing Who is Administering Your Company 401k

Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make ...
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What Employers Need to Know About 401(k) Rollovers

When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee ...
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The US is Moving to a Shortened Settlement Cycle

On September 5th 2017, the U.S. Securities Settlement Cycle will shorten from “trade date plus three days” or T+3 to T+2. The ...
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The Importance of a Fiduciary: What You Need to Know

When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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Investment Letter Commentary

With the Dow Jones Industrial Average (DJIA) crossing the 20,000 level we realize what a difference a year can make in domestic ...
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Why We Endorse Pro Growth Policies

If you missed it the Dow Jones Industrial Average (DJIA) made history this week as it crossed the 20,000 level this past ...
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Tony Robbins Explains What a Fiduciary Is

Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more ...
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A Brief Investment Comment

After eight years of focusing on Yellen and short term interest rates, it may be hard for some in the financial business to ...
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Caldwell's Post Election Thoughts - A Stunning Victory

After a seemingly endless campaign, the voters have spoken and have elected Donald J. Trump as our 45th President. Hopefully, the ...
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