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Posts from the ‘Scoop.it’ Category

23
Jul

In the (Early) Penalty Box

25%: Amount workers can see their monthly Social Security benefits reduced if they claim early in 2014.

Source: www.blackrock.com

23
Jul

The companies with the stingiest 401(k) plans

Bloomberg ranked 250 large employers’ 401(k) plans. ConocoPhillips and Philip Morris topped the list. Facebook was dead last.

Source: m.washingtonpost.com

22
Jul

Blue-collar Blues –

55%: How much more likely people in “blue-collar” jobs are to claim Social Security early than people in other types of work.

Source: www.blackrock.com

21
Jul

MillenniuM Investment & Retirement Advisors Blog Post

MillenniuM Investment & Retirement Advisors is a group of seasoned pension professionals helping investors meet their goals. MillenniuM is an independent, employee-owned investment advisory firm. We provide unbiased, fee-only consulting services.

Source: miracenter.com

17
Jul

Confusing This One Phrase Could Cost You More For Financial Advice

Have you ever come across a “fee-only” financial advisor? How about one who is “fee-based?”

Source: www.businessinsider.com

17
Jul

Brand Protection for the Small Business

Small businesses are the backbone of America. Often, however, small businesses struggle to find answers to critical questions about legal issues…

Source: www.thetrademarkcompany.com

17
Jul

Target Date Funds [INFOGRAPHIC]

Source: www.paladinregistry.com

16
Jul

FINRA Amends REIT Pricing Proposal

Under pressure from the SEC, Finra has amended its controversial non-traded REIT pricing proposal.

In an amendment filed Friday with the Securities and Exchange Commission, Finra would now mandate disclosure of estimated values of illiquid REITs and direct-participation programs on customer statements. In an earlier version of the rule, providing a value would have been voluntary, and if valuations were not provided, the securities could have been shown as “not priced.”

“After analyzing the comments, Finra agrees that showing securities on account statements as ‘not priced’ may be confusing to investors and does not fully promote transparency,” Finra said in a letter to the SEC Friday.

Under current rules, clearing firms and self-clearing broker-dealers must show the per-share values of unlisted DPPs and REITs when a security’s annual report includes a value, or alternatively, uses a figure from an independent valuation service.

Industry practice has been to use values from annual reports.

Source: www.fa-mag.com

16
Jul

College Graduates Don’t Always Out-Earn High School Grads

At every level short of graduate school, a successful high-school graduate may earn more than you, especially if you dropped out of college

Source: www.businessweek.com

16
Jul

A Day in the Life of a Portfolio Manager

Join me today as I chat with Michael Weiner, CFA Chief Investment Officer for Unified Trust. Mike’s regular “Under The Hood” posts have become a favorite desitation for practical and current investment insights. Michael will discuss the role of a CIO at at Trust Company and give us some helpful insights as Advisors work with clients on portfolio construction.

Source: www.blogtalkradio.com