PlanningWorks

“Free lunch” From Social Security Benefits Loophole

A common adage in economics is “there is no such thing as a free lunch”. Although generally[…]

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2019 Market Outlook – Receding Tides

The markets hit the reset button at the end of the year. We expect the sledding to[…]

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Are Markets Hitting the Reset Button or Will the Global Selloff Continue?

It has been a wild week for the markets. A global selloff in bonds sparked fears that[…]

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2018 Market Outlook – The View from the Top

The return of broad-based global economic growth last year pushed the markets to new highs. This year[…]

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2017 Market Outlook – Back to Business

2017 is shaping up to a be a year in which the future direction of politics and[…]

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2016 Market Outlook – We’ve Been Here Before

Before we begin to discuss our outlook for the upcoming year, we feel it’s appropriate to take[…]

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2015 Market Outlook – Navigating Divergent Waters

“We expect the theme of 2015 to be divergence, as markets, sectors, countries, and central banks begin[…]

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Hedge Funds: Definition & Strategies

📑 Table of Contents What are hedge funds and how do they differ from traditional investments? How[…]

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Case Study: Estate Planning

Client had a substantial position in a privately held company. The company was growing rapidly with the[…]

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Case Study: Entrepreneur Services

Client is the CEO of a large privately held company. Client was looking for ways to gain[…]