by jonathandeyoe | Mar 31, 2016 | Financial Planning, International, Personal Finance, Uncategorized
IF YOU COULD LIVE ANYWHERE, WHERE WOULD YOU LIVE? If cities are your cup of tea, then here is some good news. The 2016 Worldwide Cost of Living Report compares the prices of 160 products and services – from food and drink to domestic care and private schools – in...
by jonathandeyoe | Mar 29, 2016 | Asset Allocation, Economic Policy, Financial Planning, Investing, Personal Finance, Uncategorized, Weekly Commentary
ARE CORPORATIONS IN THE UNITED STATES STRUGGLING? In its cover article last week, The Economist (a British publication), suggested there is not enough competition among American companies. It pointed out: “Aggregate domestic profits are at near-record levels relative...
by jonathandeyoe | Mar 25, 2016 | Financial Planning, Personal Finance, Retirement Income, Retirement Planning, Seniors, Social Security & Medicare, Uncategorized
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) ARE A MILESTONE YOU REACH IN YOUR SEVENTIES. Of course, the major milestones of older Americans are not attended with the same sense of wonder that accompanies the major milestones of younger Americans. Sure, registering for...
by jonathandeyoe | Mar 23, 2016 | Estate Planning, Family, People, Personal Finance, Retirement Planning, Seniors, Uncategorized
ARE YOU LEAVING THE SAME AMOUNT TO ALL OF YOUR BENEFICIARIES? One-third of all parents with wills have divided their estates unequally among their children, according to the National Bureau of Economic Research (NBER). The study found bequests in complex families...
by jonathandeyoe | Mar 21, 2016 | Asset Allocation, Financial Planning, Investing, Personal Finance, Uncategorized, Weekly Commentary
There is ongoing debate about whether a rational market exists… or not. The efficient market hypothesis suggests it’s impossible to outperform the stock market because current share prices reflect all relevant information. In other words, stocks should always...
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