by dvs-arbiter | Jan 16, 2017 | Employee Benefits, Personal Finance
When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health...
by dvs-arbiter | Nov 15, 2016 | Market Updates, Personal Finance
Now that the 2016 presidential election is over and we can refer to Donald Trump as President Trump, it’s time to examine some additional questions. More specifically, how will President Trump affect markets and other economic measurements? How will a Republican...
by dvs-arbiter | Jul 28, 2016 | Personal Finance
WHAT INVESTORS NEED TO KNOW You have probably read about the U.S. Department of Labor’s (DOL) new fiduciary rule that will impact financial advisors and their clients. Simply stated, the DOL’s new “fiduciary duty” standard requires financial professionals who receive...
by dvs-arbiter | Jul 21, 2016 | Personal Finance
It’s true the world faces challenges in many areas, and the headlines reflect that. Europe has been grappling with a flood of refugees; as of May, the Chinese local A-share market declined by almost 20 percent (1); and the US is in the middle of a sometimes rancorous...
Recent Comments