This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
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Newsletter | April 2017
This month’s newsletter features four ways to double the power of your tax refund as well as tips for spring cleaning your finances. It also explains why a life insurance claim may be denied and what happens to property after death without a will.
Read moreNewsletter | March 2017
March’s newsletter discusses taxes on early 401(k) withdrawals as well as taxes on the sale of a home. It also explains why diversification matters, what to compare when shopping for a fuel-efficient vehicle, and when you may need to file a gift tax return.
Read moreNewsletter | February 2017
February’s newsletter features tax tips for the self-employed as well as a quiz about Social Security retirement benefits. It also discusses how grandparents can help with college costs and explains the difference between a direct and indirect IRA rollover.
Read moreNewsletter | January 2017
This newsletter compares Medicare versus Medicaid as well as growth versus value investment strategies. In addition, it provides key tax numbers for 2017 and explains the most important component of GDP in the United States.
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