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November 2012 Monthly Recap

Politics and the weather were the primary factors driving equity investors in November. The elections, concern about potential gridlock in Washington, the beginning of year-end tax maneuvers, and the continued high-wire act in Europe all contributed to volatility during the month, and Hurricane Sandy’s residual effects didn’t help. All the uncertainty put pressure on equities, …

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Real Estate Investment Trusts (REITs)

Many investors whose incomes are suffering from low interest rates have begun to seek investment alternatives to help supplement those incomes. One possibility often suggested is a real estate investment trust (REIT). REITs are a way to invest in commercial real estate without the responsibility of managing a property yourself, and with a much smaller …

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What health-care provisions are effective in 2013?

With the Supreme Court’s favorable ruling on the constitutionality of the Patient Protection and Affordable Care Act (ACA), more of the law’s provisions will become effective in 2013. Here are some of the new features that may be important to you. Medicare Part D participants who reach a gap in their drug coverage (the “donut …

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The Economics of Borrowing from Your 401(k)

When times are tough, that pool of dollars sitting in your 401(k) plan account may start to look attractive. But before you decide to take a plan loan, be sure you understand the financial impact. It’s not as simple as you think. The basics of borrowing A 401(k) plan will usually let you borrow as …

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October 2012 Monthly Update

Hurricane Sandy Superstorm Sandy had relatively little impact on financial markets despite the first back-to-back weather-related closings in more than a century… (More) Economic Perspective Economic growth soared in Q3 – from 1.3% to 2% Unemployment fell to 7.8% Housing market still improving: 5.7% jump in sales Gas prices contributed to consumer inflation China – …

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