Universal Basic Income (or UBI) is a trendy social policy concept being tossed about by a wide variety of thought leaders from Silicon Valley to the Washington DC think tanks. Whether it is a solution to combat the loss of jobs through automation, stimulate innovation and entrepreneurship, or help complement the existing social safety nets
June 2017 Recap
July 6, 2017 By
It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky last month in our feature of Amazon (timing is everything!). Possibly the most buzzworthy news
AA won’t renew uniform contract
June 22, 2017 By
American Airlines is seeking a new uniform supplier after months of employee complaints of severe reactions to their current uniforms, including hives, rashes, headaches, swollen faces and severe respiratory problems. Read more here
Long-term Care Planning
June 15, 2017 By
In the year 2000, almost 10 million people needed some form of long-term care in the United States. Of that number, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65*. What does that really mean? This trend means that almost 70% of people turning age 65 will need long-term
May 2017 Recap
June 6, 2017 By
Let’s quickly touch on economic and capital markets news and then move to a feature on Amazon, which just celebrated its 20 year anniversary as a publicly listed company last month. US ECONOMY The U.S. economy is growing, but not at a rate strong enough to please policy makers. GDP growth in the first quarter
Beneficiaries
May 15, 2017 By
I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension. Either way, just getting through the April deadline seems to remove much of the anxiety surrounding taxes in general and can allow us to
April 2017 Recap
May 3, 2017 By
According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The blooming that dominated this April involved geopolitics as much as horticulture, however. Tensions were high
Why Do an In-Service Rollover?
April 17, 2017 By
Spring Has Sprung The experts will tell you that springtime began on March 20th for those of us who live in the Northern Hemisphere. That’s the day each spring when the Sun shines directly on the equator and the day is evenly divided between day time and night time. Another way to think of this
March 2017 Recap
April 7, 2017 By
What a difference a year makes. Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the following 8 weeks. At the same time, Japan and a number of European countries initiated
July 2017 Recap
It’s becoming more common to hear the Bears calling for a big drop. Why do they say that? Well, first they hope to be right, which earns a lot of street cred. It’s an easier call to make because risk increases as asset prices move higher. Stocks have come a long way from the first