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Economic Ideas

As the yield curve inverts, will the U.S. see negative interest rates?

Can interest rates in the U.S. go negative, as they have in Japan, Germany and some other countries in Europe? The probability seems higher than ever before and cannot be entirely ruled out.

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How Equity Diversity Can Reduce Portfolio Risk

Allocating to different equity types can reduce risk over time. Defensive equities could be superior to just shifting the equity/bond mix for investors, especially those near retirement.  Over the long term, growth stocks are less volatile than many assume.

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Qualified Charitable Distributions from an IRA

If you're over 70½ or older, you can potentially make a charitable contribution directly from your IRA.  Read some examples here about charitable contributions from IRAs and how you can use them.

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Think no one can beat the index? Think again.

An investment manager with a proven track record of outpacing the market can produce significantly greater wealth than an index investment.  That is why we like to use American Funds.

American Funds Article

First Trust Economics Blog - Monday Morning Outlook

The First Trust Economics Blog delivers excellent economics advice every Monday morning.  Stay up to date with insightful articles from the economists at First Trust Portfolios. Navigate to the right hand side of their site and click "Monday Morning Outlook".

Link to Blog - You must click "Monday Morning Outlook" on right hand side of their site!

Capital Ideas - Viewpoints

Capital Ideas is for readers who want to put today's investment news into long-term perspective. Their stories represent the intellectual capital of Capital Group, home of American Funds, one of the world's largest asset managers.

On their site, you will find:

- Valuable perspectives, not short-lived predictions
- Opinions based on extensive global research
- Thoughtful commentary on pressing investment topics


Viewpoints

Dearborn Partners

We use Dearborn Partners as a private wealth management firm for equity income for some of our larger clients. Their quarterly commentary usually has some interesting topics and content. 

Dearborn Quarterly Commentary