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The German Connection

Key Takeaways A small, but growing cadre of advisors in Germany is moving away from the commission-based compensation model in order to serve their clients better. It’s rewarding to help talented advisors in other countries adopt our philosophy of putting the client’s best interest first and foremost, and accept the role of a fiduciary. Thanks […]

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Preventing Financial Elder Abuse – Part I

Advisors and family members can team up on a loved one’s behalf. Key Takeaways The vast majority of financial elder abuse is perpetrated by family members and caregivers—not by strangers and professional crooks. Only a tiny fraction of elder abuse is actually reported. Look for the warning signs of financial elder abuse. As many of […]

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Over 70 and Charitably Inclined? Don’t Miss This No-Brainer Tax Break!

Key Takeaways A qualifying charitable distribution (QCD) allows you to donate up to $100,000 per year directly to a qualified charity from your IRA and exclude it from income. QCDs can enable you to give to charity and shield some or all of your Required Minimum Distribution (RMD) from taxes. QCDs require your contribution to go directly from […]

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There Is a Secret That Wall Street Doesn’t Want You to Know…

Wall Street’s Secret? “Where there is mystery there is margin”. The more the financiers of Wall Street can make investing sound complex and mysterious, the more they can promote their mysterious high-margin solutions. The greater their margins, the greater their profits. Now don’t get me wrong. I have no problem with anyone earning profits. Profits […]

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Upcoming Webinar – Independence Advisors presents a Q & A with Dimensional Fund Advisors

This live webinar event will be a question and answer session with Dimensional Fund Advisors (DFA).  DFA is a global investment firm that manages over $500B for investors.  Joining us will be Apollo Lupescu, Vice President and Dave Plecha, Global Head of Fixed Income.  Apollo and Dave will be answering questions on the role fixed […]

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Are You Waiting for “Perfect” Investment Conditions?

It was a great day to be out on the river. The weather was beautiful–clear skies and 65 degrees with a pleasant breeze. The newer fishermen in our group didn’t realize that the pleasant weather may have been good for hiking but wasn’t very conducive to catching fish. The old salts among us knew that […]

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Index Investing: Opportunities & Obstacles

Legend has it, a pharmacist named John Pemberton was searching for a headache cure when he tried blending Coca leaves with Cola nuts. Who knew his recipe was destined to become such a smashing success, even if Coca-Cola® never did become the medicine Pemberton had in mind? In a similar vein, when Charles Dow launched […]

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