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Quarterly Market Review (2016Q1): Free Throws

Submitted by Grunden Financial Advisory, Inc on April 19th, 2016

Dave Butler, Head of Global Financial Advisor Services, offers a sports example to help investors apply discipline in a stressful market by answering the question, “What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?”

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Congress Makes Strategy Permanent for IRA Owners

Submitted by Grunden Financial Advisory, Inc on February 25th, 2016

Congress just made it a little easier for people to give money from their IRAs to charities. This strategy, called a Qualified Charitable Distribution (QCD), was made permanent in 2016 and allows IRA account owners older than age 70.5 to give some or all of their Required Minimum Distributions (RMDs) from the IRA to a charity. The strategy is not available to anyone who is not subject to RMDs.

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Quarterly Market Review (2015 Q4): The Rise of Short-Term Rates

Submitted by Grunden Financial Advisory, Inc on January 26th, 2016

While many market participants were waiting for the “inevitable” rise in short-term interest rates expected when the Federal Reserve tightened its monetary policy, some investors may have missed the increase in short-term rates already underway as a result of market forces.

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2015 Review: Economy & Markets

Submitted by Grunden Financial Advisory, Inc on January 26th, 2016

The US economy and broad market showed modest gains during the year, although investor discipline was tested by news of a global economic slowdown, rising market volatility in China and emerging markets, falling oil and commodities prices, and higher US interest rates.

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2016: Ten Predictions to Count On

Submitted by Grunden Financial Advisory, Inc on January 14th, 2016

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that.

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The Drama on Wall Street

Submitted by Grunden Financial Advisory, Inc on January 12th, 2016

Have your long-term financial goals changed in the last three days?

Are American companies less valuable because investors in China are panicking?

Is there any reason to think that because Chinese investors are panicking, that Chinese companies are less valuable today than they were a few days ago?

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The Fed Raise Interest Rates

Submitted by Grunden Financial Advisory, Inc on December 21st, 2015

Wednesday the U.S. Federal Reserve Board started the long process of ending its intrusion into the interest rate markets, by allowing rates to rise. This was the first time the Fed raised rates since 2006, and for some it will mark the beginning of the final chapter of the Great Recession.

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Requiem for a Claiming Strategy

Submitted by Grunden Financial Advisory, Inc on November 24th, 2015

On the surface, it seems too good to be true. You have a married couple, where (let’s say) the husband has earned higher yearly income than his wife. That means he has contributed more to Social Security over his working life. The husband files for Social Security benefits at full retirement age (currently age 66) and then immediately files to suspend those benefits.

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Medicare Premium Increases Partially Averted

Submitted by Grunden Financial Advisory, Inc on November 4th, 2015

The same time it was announced Social Security recipients won’t receive any increases in their benefits in 2016, the government was announcing that certain Medicare participants would be paying dramatically higher premiums for Medicare Part B, the highest price jump in the program’s history. Under Social Security and Medicare rules, the government is required to collect 25% of all expected Part B costs from recipients each year—in the form of premiums. The total Part B cost is anticipated to reach $171.2 billion 2016 and would have resulted in historic premium increases.

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D Magazine Financial Planner Award

Submitted by Grunden Financial Advisory, Inc on November 4th, 2015

Denton, TX – Ricky Grunden, Sr., President and CEO of Grunden Financial Advisory, Inc., has been awarded 2015 Best Financial Planner in D Magazine. Appearing in the October issue of D Magazine.

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