Month: April 2019

An alleged $1.2 billion Ponzi scheme that collapsed more than two years ago has resulted in some advisors losing their jobs. In the latest monthly rundown of disciplinary actions taken by the Financial Industry Regulatory Authority, or FINRA, four cases involve brokers who put clients’ money in the Woodbridge Group of Companies, which regulators claim
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Share to facebook Share to twitter Share to linkedin In 1935 when the Social Security Act was passed, the retirement age was established at 65. The government wasn’t too concerned about payouts to retirees because the average life expectancy was 61 years! But now the average life expectancy has increased to an average of 78.6
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An interview with billionaire Private Equity titian and co-founder of The Carlyle Group, David Rubenstein. In this interview, David discusses how the Private Equity industry works and creating The Carlyle Group. David also talks about what makes a great CEO, Venture Capital and Donald Trump. ?Books recommended by David Rubenstein are located at the bottom
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PepsiCo on Wednesday reported quarterly earnings and revenue that topped analysts’ expectations. Shares of the company rose less than 1 percent in premarket trading following the announcement. Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by Refinitiv: Earnings per share: 97 cents, adjusted, vs. 92
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By Katherine S. Newman, Next Avenue Contributor (In her blistering new book, Downhill From Here: Retirement Insecurity in the Age of Inequality, sociologist Katherine S. Newman paints a bleak picture of the state of retirement in America. The book comes from two years of analysis and 300 interviews her colleague Rebecca Hayes did, criss-crossing the
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President Trump before signing a tax-overhaul bill on Dec. 22, 2017. Photographer: Mike Theiler/Pool via Bloomberg © 2017 Bloomberg Finance LP As tax filing season came to an end, lots of people wanted to know how much the Tax Cuts and Jobs Act (TCJA) affected 2018 federal income tax bills. To see how it changed
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Morgan Stanley posted profit and revenue that exceeded analysts’ expectations on better-than-expected results in wealth management and fixed-income trading. The bank generated $2.4 billion in first-quarter profit, or $1.39 per share, according to a Wednesday release, compared with the $1.17 estimate of analysts surveyed by Refinitiv. Morgan Stanley’s revenues of $10.3 billion beat the $9.94
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Differences Between Tenure Payments and Income Annuities The tenure option behaves similarly to an income annuity, though they are not the same. Retirement Researcher When comparing different strategies for coordinating home equity with portfolio distributions to generate retirement income, the tenure option fares well. As a way to fund retirement efficiency improvements, using the tenure-payment
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