ALIGNING CHARITABLE AND BUSINESS INTERESTS

By Michael Reese | February 20, 2017

For decades, many wealthy taxpayers have donated money to charities as a positive way to offset taxes. It is a viable tax-cutting strategy. But for some, the tax strategy takes a backseat to the primary of goal of doing something good. Both individual and corporate donors want the money they contribute to be used efficiently…

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Incapacity Planning

By Michael Reese | February 13, 2017

Accidents happen. They’re sudden and generally unexpected. But at least people can wrap their minds around the fact that a change has occurred and subsequent decisions must be made, often by people not involved in the accident. Aging tends to work differently. It tiptoes up so you don’t even realize it’s happened. This makes planning…

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Risk in the New World

By Michael Reese | February 6, 2017

The investment world is constantly changing thanks to advances in technology, big data, information transparency, the global economy and ever-fluctuating trends in consumer sentiment and populist politics. While investment risks may run rampant these days, it’s important to remember that risk is personal. To help guide your investment decisions, you should assess and prioritize what…

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Market is down 1,000 points last week – what about you?

By Michael Reese | August 24, 2015

Last week, the Dow Jones Industrial Average was down a total of 1,000 points.  That’s right, 1,000 points.  Then, this morning, it opened up another 1,000 points down.  The last week has been a good example of how the markets go up slowly but when they go down, they go down fast! Are we seeing…

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Does This Chart Signal A Market Crash?

By Michael Reese | June 8, 2015

Mergers and Acquisitions (M&A) can be a very exciting business on Wall Street. But what does it have to do with stock market prices? Interestingly enough, it turns out that every time we have seen a big wave of M&A activity, it has been followed by big market losses. “Each of the last six great…

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Are we seeing a return of the Madness of Crowds?

By Michael Reese | May 4, 2015

David Stockman, former White House Budget Director, has come out with an interesting article titled, “There Are No Markets, Just A Raging Casino” – http://www.newsmax.com/Finance/StreetTalk/Stockman-markets-China-McDonalds/2015/04/24/id/640595/ In this article, he gives two clear examples of stocks growing in value when there is little to no reason for that to occur. A great example of this is…

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Why You Need International Stock Exposure

By Michael Reese | April 13, 2015

A lot of people are worried about markets outside of the US and at the same time, feel good about US markets. And it’s really no wonder. The US markets are on a 6 year bull run, the economy seems to be decent, and unemployment has been steadily falling. Compare investing in the US to…

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My Social Security Income Went Down This Year – What Happened???

By Michael Reese | April 6, 2015

Social security income is a mainstay for retirees. You get your check directly deposited into your account each month, and every year, you get a small increase for inflation. It’s basically on autopilot. But what if you start a new year and you see your social security payment go down? How in the world does…

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Is The Long-Awaited Market "Correction" Imminent?

By Michael Reese | March 23, 2015

Over the past 10 years, we have only seen one negative year in US markets. That year, of course, was 2008. Given that history teaches us that we should expect a down year about 30% of the time, we all know that a market drop (or “correction” as the Wall Street folk like to say)…

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President Obama's Ideas About IRA's / Retirement Plans

By Michael Reese | March 9, 2015

In this year’s budget, the President has a total of 14 different thoughts about what should be done with your IRA’s / Retirement Plans. Now remember, these are just proposals about what he wants. The majority of these proposals have zero chance of ever being put into law. But some do, and you should be…

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