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Posts from the ‘Advisors’ category

Investors’ Bond Binge May Cause DB Accounting Hangovers



When the ball dropped over Times Square to ring in 2014, defined benefit (DB) plan sponsors with calendar fiscal years were in a partying mood. For the first time since the financial crisis, corporate bond rates ended the year significantly higher than where they started, sharply reducing pension…

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Retirement Planning in the Real World



My older daughter graduated from college in May and just started her first real job. It doesn’t seem things have changed a lot since I was that age, but I do find that kids today seem to lack a great deal of knowledge about the “real world” when they get out of school. My daughter is highly…

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