Planning matters

CASH is BACK

Cash is back, maybe not to the levels seen in the 80’s, but certainly providing competition to most risk assets. Keep in mind, interest rates in many parts of the developed world remain grounded at zero, so even to have this discussion is a bit of a luxury for dollar-based investors and those domiciled in the USA.

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Ch-ch-ch-ch-Changes

Back in 1980, the United States’ share of global GDP was about 21.1%, with the U.K., Germany and France holding 13.2% in aggregate, Japan at 7.8%, while India and China represented 8.4%. Fast forward to today, and the United States’ share has grown only marginally, while the big three of Europe as well as Japan have actually declined over a 37-year period. So, where was the bulk of the growth?

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Pearls of Wisdom: Is a Retirement Community Right For You?

Seniors move into continuing care retirement communities expecting to enjoy amenities such as libraries, fitness centers, and dining rooms while they’re healthy, and to receive excellent skilled-nursing care if they fall ill. When all the pieces fall into place, that’s exactly what happens. It’s important to ask the right questions to ensure that the facilities…

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The World is Still Flat

The U.S. generates about 25% of global GDP, yet its share of world stock market capitalization represents over half the entire globe, a twenty-year high …

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Tax Tips for 2017

The Tax Cuts and Jobs Act is expected to pass later this week. After proposing their own separate and different bills, the House and the Senate seem to have come to an agreement on what tax reform will look like. A House-Senate conference committee worked to blend the two versions of the Act and signed…

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