Archive | August, 2014

Women, Wealth, and Legacy Planning

Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1 Women now control more than half of the investment wealth in the United States. 48% of estates […]

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Washington Hotline – August 19 2014

Washington News Con Artists Posing as IRS Agents Timothy Camus, Deputy Inspector General for Investigations at the Treasury Inspector General for Tax Administration, spoke on August 12 to the National Association of Tax Professionals in Orlando, Florida. He reported that over 1,100 taxpayers have been fleeced of $5.25 million by con artists claiming to represent […]

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Mutual Fund Categories: A Primer for New Investors

With thousands of mutual funds1 available today, selecting the most suitable ones for your portfolio can be tricky business. Overwhelmed by the sheer number of funds, new investors understandably may be confused. Included below is a summary of a number of common mutual fund categories. Once you have some understanding of the different fund categories […]

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Washington Hotline – August 12 2014

Washington News Senators Welcome Walgreens’ Decision Walgreens Co. has recently been under pressure from Washington to keep its corporate headquarters in America. On August 6, Walgreens announced that it will acquire Swiss drug wholesaler Alliance Boots GmbH, but will not “invert” or move its business headquarters to Switzerland. The Walgreens press release stated, “The Walgreens […]

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