Archive | November, 2014

Washington Hotline – November 25 2014

WASHINGTON NEWS Tax Extenders – One Year or Permanent? As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR) presented House Ways and Means Chair Dave Camp (R-MI) with the latest Democratic proposal. Chairman Camp has openly stated that he would like […]

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Take Steps to Keep Your Retirement Income Stream Flowing

After years of accumulating assets, the time will come for you to begin drawing on those assets to provide income throughout retirement. Before that day arrives, be sure to consider some steps to assist you in keeping your retirement income stream flowing. Set a Sustainable Withdrawal Rate As tax-advantaged retirement savings vehicles such as 401(k)s […]

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Family Foundations: Keep Fundamentals in Mind When Investing Assets

When managing family foundation assets your goals are generally twofold: strive to generate current income while also preserving principal to help the family continue to meet its long-term charitable objectives. Often families will find that many of the investment principles used in managing individual portfolios also apply to foundations. Following are some “evergreen” investment strategies […]

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