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Stock markets in the U.S. and around the globe turned in a fantastic 2019, driven by U.S. equities, specifically large-cap U.S. equities. And along the way, 2019 brought plenty of records, including:

  • Record Highs. As the S&P 500 climbed consistently throughout the year, it also recorded 34 new r...

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The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was approved by the Senate and signed by President Trump on the days leading up to Christmas.

Incorporated into a broader 2020 fiscal year appropriati...

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Shortly before the 2019 holiday shopping season kicked off, the FBI warned us that smart TVs might be dangerous.

Most of these newer smart TVs have built in cameras, often designed with facial recognition so the TV knows who is watching what and can suggest appropriate programming. Think of Amazon...

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Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Even if little changed in your life this past year, maximize what your employer offers.

Here are some pointers.

Medical

Even if you carry the same plan as in many pas...

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While the Federal government has created a number of tax-advantaged savings accounts designed to help lower- and middle-income workers save for retirement, these plans tend be less useful for employees earning larger salaries.

But highly-compensated individuals currently not permitted to contribu...

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Many millennial households are on their way to building substantial wealth. They are saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes. And some are maki...

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