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Understanding The Complexities Of The Special Purpose Vehicle

April 3rd, 2015

Special Purpose Vehicle (SPV) or Special Purpose Entity (SPE) are finance terms that have the same meaning: it is an arrangement used to protect a “subsidiary” of a company from being affected by financial […]

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Posted in: Financial Planning,

Credit For Small Employer Pension Plans

March 27th, 2015

Many small businesses that desire to start a 401(k) plan generally face a major hurdle – startup costs. In order to make it easier for them, The Economic Growth and Tax Relief and Reconciliation Act (EGTRRA) has a provision that implements a credit which aids in […]

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self employed retirment

Retirement Plans For the Self Employed: A Quick Guide

March 13th, 2015

One of the first things we learn from our parents when we are young is that it’s important to set aside some money to save for the future. In our youth, retirement can seem far off but it’s important to think of your retirement options as early as you can. For many of us, it […]

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Could Rising Interest Rates Hurt Your 529? (Part 2)

January 20th, 2015

But before you do anything, consider the following for some perspective. Let’s go back in time to May 2013, when interest-rate concerns also were running high because of fears that the Fed would soon begin tapering its bond-buying stimulus program. Rates climbed throughout the summer, and for the year the Barclays Aggregate Bond Index, a […]

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Could Rising Interest Rates Hurt Your 529? (Part 1)

January 14th, 2015

Bond investors have been worried about a rise in interest rates for years now, pretty much ever since the Fed lowered rates in response to the 2008–09 financial crisis. Any rise in rates hurts the value of existing bonds (on the contrary, a drop in rates helps it), and rates have been hovering near historic lows […]

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One of Yellen’s Favorite Metrics ‘Jolts’ Ahead

January 6th, 2015

The formerly unimportant job openings report has taken on a new significance since U.S. Federal Reserve Board Chair Janet Yellen has included this metric in a list of labor market reports that she is watching closely. And this relatively new report is now sending a message that we really haven’t seen before. Job growth isn’t […]

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