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Client Niches That Are Set To Grow

Posted by | Investing News | March 07, 2017

Is this the era of specialization for financial planners? Some 56.4% of advisers now specialize in certain client niches, such as retirees or pre-retirees or small business owners, according to a survey from CEG Worldwide. Planners say this percentage will only grow over time. “It’s absolutely inevitable that the industry heads in this direction,” says […]

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Year End Tax Tips

Posted by | Investing News | December 30, 2016

It’s not too late! Before the clock strikes midnight on January 31, you still have time to potentially take some steps to lower your 2016 taxes. Here are six end of year tax tips: Check Your Required Minimum Distributions For those of you that are required by Uncle Sam to take distributions from your traditional […]

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10 Retirement Savings Goals for 2017

Posted by | Investing News | December 15, 2016

10 Strategies To Boost Your Savings Rate Next Year. Most people know they should be saving for retirement. But finding the motivation to save can be a challenge. Consider these strategies to tuck more money away for retirement in 2017. Save your raise. If you get a raise in 2017, aim to put at least a portion of […]

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BridgeLight® Capital Expands Wealth Management Practice in Scottsdale with 5 New Hires

Posted by | BridgeLight News | October 08, 2015

SCOTTSDALE, October 6th, 2015 – BridgeLight® Capital today announced that Larry “Bucky” Staley, Christy Pater Schmitt, Shaun Elizabeth Bracken, Lee H. Burton, and Jolene Corey have joined BridgeLight’s team of financial advisors as of October 2nd.  We are delighted that they have selected BridgeLight, where they will utilize BridgeLight’s flexible platform to offer their clients […]

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New Growth Models

Posted by | Investing News | March 13, 2014

Challenges and steps to achieving patterns of more equitable, inclusive, and sustainable growth World Economic Forum | February 27, 2014 New growth models will take time to develop. They will require shifts and innovations in policies, changes in values, and new coalitions to accomplish complex transitions. The global economy is becoming bigger very quickly mainly […]

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Keep Emergency Fund in Cash or Invest?

Posted by | Investing News | December 11, 2013

New research suggests taking some risk to try to grow that cushion By Andrew Blackman, The Wall Street Journal Updated Dec. 4, 2013 It’s a common rule of thumb: keep an emergency fund of three to six months’ worth of expenses in a savings account or other low-risk account. But like all rules of thumb, […]

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The Future of Dividend Investing

Posted by | Investing News | December 11, 2013

  John Jacobs, Contributor 12/04/2013 The Future of Dividend Investing Searching for yield in unlikely places has been an effective strategy for investors looking to gain exposure outside of the classic reliable income sectors such as utilities, healthcare or consumer staples.   Social needs have a way of shaping investor demand; and as the ever-burgeoning population […]

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Investing Success: Avoid The Drama, Follow The Money

Posted by | Investing News | December 11, 2013

Forbes.com Frank Holmes Frank Holmes, Contributor During the government shutdown in October, when the House and Senate fought over the debt ceiling, economic data weren’t released, services were halted, national parks were closed, and “non-essential” government workers were told to stay home. As a result, GDP was expected to collapse. Yet, data released last week […]

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