Monthly Economic Update March 2020

March 26, 2020 Blog
In this month’s recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots. T I P   O F   T H E   M O N T HDelegation is a key to sustaining a small business.
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Monthly Economic Update February 2020

February 20, 2020 Blog
In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the economy keep its pace. T I P   O F   T H E   M O N T HIf you are considering disability insurance, seek coverage with
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Monthly Economic Update January 2020

January 9, 2020 Blog
In this month’s recap: As 2019 ends, the U.S. and China agree to a phase-one trade deal, and stocks, gold, and oil all advance. T I P   O F   T H E   M O N T HSome individuals presume that a properly written will can help their estates avoid probate. That is inaccurate. There are
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Monthly Economic Update December 2019

December 5, 2019 Blog
In this month’s recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal; hiring bounces back; key real estate indicators look stronger. T I P   O F   T H E   M O N T HAs individuals accumulate assets, some realize that the
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Monthly Economic Update November 2019

November 5, 2019 Blog
In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again. T I P   O F   T H E   M O N T HAs the year ends, fraudsters may approach older, high-net-worth households, pretending to be representatives of credit card
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Quarterly Economic Update Fall 2019

October 20, 2019 Blog
In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher. Quarterly Economic Update A review of Q3 2019, Presented by Independence Capital Financial Partners THE QUARTER IN BRIEF
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Financial Checkpoints Managing Life’s Transitions

July 8, 2019 Blog
Things to think about: In your 20’s Fund a Roth IRA Develop a budget and follow it Enroll in your company’s 401(k) plan and contribute at least the minimum needed to qualify for the full employer match. Start an emergency fund with three to six months living expenses. Pay down your debt (e.g. credit cards,
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3 Summer Recipes Just In Time For The 4th of July!

June 26, 2017 Blog
RED, WHITE, AND BLUE FRUIT SALAD   Cook time 5 mins Total time 5 mins Serves: 4   INGREDIENTS 16 oz of Strawberries, washed and cut in half 1 pint of blue berries, rinsed 3 bananas sliced in thick chunks ⅛ cup of honey 1 fresh lime   INSTRUCTIONS Wash and cut all your fruit. Combine
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Five Questions and Answers about New Social Security Claiming Rules

November 24, 2015 Blog
Five Questions and Answers about New Social Security Claiming Rules If you sign up for a my Social Security account at the Social Security website,socialsecurity.gov, you can view your Social Security Statement online. Your statement contains a detailed record of your earnings, as well as estimates of retirement, survivors, and disability benefits, along with other information
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The Bipartisan Budget Act of 2015

November 10, 2015 Blog
The Bipartisan Budget Act of 2015 On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal. The legislation, needed to avoid an impending default on U.S. debt, also contains multiple unrelated provisions, including an
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