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30 Nov 2018 Bond Portfolios Have Been Corrupted

Posted at 09:50h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

I happened across this tweet last night: https://twitter.com/syouth1/status/1068262877411401729 If you are unfamiliar with Bill Gross, he founded the mutual fund powerhouse PIMCO and for a long time ran the largest bond fund in the world, PIMCO Total Return. He’s something of a legend in the bond world....

31 Oct 2018 Beacon Flash: How to navigate your employer being acquired

Posted at 14:12h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://youtu.be/Ojv94IEt5Qc With the recent announcement that Red Hat is being acquired by IBM for $34B, we thought it would be helpful to share our thoughts on how employees of acquired companies can smoothly navigate a transition like that. Watch as we discuss what to do with your...

03 Oct 2018 Beacon Flash: Employee Benefits Season is Here!

Posted at 11:19h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://www.youtube.com/watch?v=k4JLxk0U8Us&feature=youtu.be Watch as we discuss what you should consider as you're making employee benefits elections for 2019 and get in touch with us if you have questions!...

28 Sep 2018 Health Savings Accounts as a Retirement Planning Vehicle

Posted at 13:03h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Health Savings Accounts, or HSAs, were created in 2003 through the Medicare Prescription Drug, Improvement, and Modernization Act. Early adoption was slow, but growth in recent years has been impressive as more and more Americans become familiar with their many benefits. For years, HSAs have been...