Featured image for “Should you Trade Your Pension for a Lump Sum?”
04/28/17

Should you Trade Your Pension for a Lump Sum?

Is it Wise to Trade Your Pension for a Lump Sum? Most employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such
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Featured image for “Will Social Security Survive”
04/27/17

Will Social Security Survive

Will Social Security Survive? As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about receiving their Social Security checks in the future.
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Featured image for “Debt Ceiling – Stop Sign for Federal Borrowing”
04/08/17

Debt Ceiling – Stop Sign for Federal Borrowing

THE BIPARTISAN BUDGET ACT OF 2015 SUSPENDED THE FEDERAL GOVERNMENT’S STATUTORY DEBT LIMIT — COMMONLY CALLED THE DEBT CEILING — THROUGH MARCH 15, 2017. THAT DEADLINE CAME AND WENT WITH
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03/29/17

Q1 2017 Market Update

Happy spring season to everyone! It may not feel like it just yet but the first day of spring was March 20th. All winter my kids seem to build energy
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Featured image for “Automating the American Workforce”
03/17/17

Automating the American Workforce

The American workforce has experienced dramatic changes since the American Revolution. In the later years of the 1800’s and early 1900’s we experienced the Technological Revolution; driven by the railroad
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Featured image for “The Cost of Caregiving”
02/14/17

The Cost of Caregiving

A 2015 study found that almost 40 million Americans — about one out of six adults — had provided unpaid care to another adult during the previous 12 months. About
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Featured image for “How Statistics Can Lead us to a Faulty Conclusion”
02/14/17

How Statistics Can Lead us to a Faulty Conclusion

Below is a great article by one of our Perrysburg, OH advisory partner, Adam Cufr. He explains how statistics can be misleading, and how that is true of nursing homes
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Featured image for “Fed Takes Steps Toward Rising Rates”
01/18/17

Fed Takes Steps Toward Rising Rates

On December 14, the Federal Open Market Committee (FOMC) voted unanimously to raise the federal funds rate by 0.25% — to a range of 0.50% to 0.75%. This was the
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Featured image for “2016 Market Summary”
01/13/17

2016 Market Summary

What a year 2016 turned out to be! From hitting 3 year market lows in February to a powerful rebound and rally to new highs by year-end. The market reminded
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