Archive | May, 2013

Washington Hotline – May 29, 2013

Will Apple Pay Tax on $100 Billion? On May 21st, Apple Inc. CEO Tim Cook testified before the Senate Homeland Security and Government Affairs Permanent Subcommittee on Investigations. He advocated reform of the corporate income tax and a “reasonable tax” on foreign earnings. Committee Chair Carl Levin (D-MI) questioned Cook regarding his company’s substantial overseas […]

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Understanding Correlation

Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk.1 But less discussed is an equally important measurement: correlation, which is a way to measure how closely related two types of investments are. In theory, you could be invested in multiple securities […]

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Social Security Tips – May 2013

Social Security Tips for your Clients:   Social Security is now offering a new mobile optimized website specifically aimed at smartphone users across the country.  People visiting Social Security’s website, www.socialsecurity.gov, via a smartphone (Android, Blackberry, iPhone and Windows devices) will be automatically redirected to the agency’s new mobile-friendly site.  It is so much easier […]

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Sector Funds: Are They Worth a Look?

Sector funds target specific industries and economic niches to seek above-average returns. With the opportunity for greater returns comes greater risk, as these funds typically are prone to fluctuate in value more than diversified, multisector funds.1   Sector funds may invest solely in specific industries, such as utilities, technology, financial services, health care, and manufacturing. […]

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