Monthly Archives: September 2017

Escaping inflation?

  What Costs More Inflation has been pretty benign over the last 20 years, right?  The U.S. Consumer Price Index has ranged from negative 0.4% in 2009 to a high of 3.8% in the awful 2008 economic year.  In 13 … Continue reading

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Capturing bull market returns

The Challenges of Capturing Bull Market Returns   You probably didn’t notice, but Monday, September 11 marked a milestone: the S&P 500 index’s bull market became the second-longest and the second-best performing in the modern economic era.  Stock prices are … Continue reading

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What you need to know..Power of Attorney

  Facts About Powers of Attorney Everybody should have a power of attorney.  But not everybody knows exactly what it is or why it’s so important. A power of attorney is a legal document that empowers a person you trust … Continue reading

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Tips for filing an insurance claim

  Suppose you’re the victim of a huge natural disaster like Harvey or Irma, or have experienced some local damage, like a tree falling on your house.  What are the best practices for filing a claim for the damages your … Continue reading

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Realized Capital Loss – A Conversation with Travis Brock

There is a definite financial strategy when faced with a portfolio that has a realized capital loss. First we take a look at where the account has been throughout the year. There are certain times in the year where trades … Continue reading

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Hurricanes’ impact

  How Will Harvey Impact the U.S. Economy? By now, you’ve surely watched with sympathy and concern as hurricane Harvey along with Irma flooded America’s fourth largest city.  You may remember seeing similar footage when Hurricane Katrina roared through New … Continue reading

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Forgotten stepchild: Long-term care insurance facts

  The Facts about the “Forgotten” Policy Everybody knows about life insurance, and disability insurance covers millions through corporate plans.  Health insurance is always in the news thanks to the controversy around the Affordable Care Act. But what about the … Continue reading

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