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Tag Archives: Investment (Sentinel)

Reaching For Safe But Illusory Yield

The recent downfall of a short-term funding company and an investment firm may seem to have little in common at first glance. But a closer look suggests that both are indicators that some investors are looking for yield in all the wrong places.
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College Savings Plans For New Parents

It is sometimes hard for parents of newborns to imagine their babies as teenagers heading off to college. But to be best prepared, parents should plan for that day proactively, even before their baby arrives.
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Lessons From The Nashville Flood Of 2010

Singer David Allan Coe famously said that the perfect country song had to contain “Mama, or trains, or trucks, or prison, or gettin’ drunk.” Songwriter Steve Goodman obligingly added a verse containing all five to “You Never Even Called Me By My Name.” The song’s popularity demonstrates that country fans have a sense of humor about the disasters that fill the lyrics of some of the genre’s most famous songs.

But the misery of the home of country music, Nashville, Tennessee, in 2010 was all too real.
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Can Passive Investing Succeed Too Well?

In August 2016, the investment firm Sanford C. Bernstein & Co. released the provocatively titled report: “The Silent Road to Serfdom: Why Passive Investing Is Worse Than Marxism.” The report’s prediction was that, unless regulators and politicians took precautions, index fund growth could distort the financial markets and lead to massive mispricing of securities. Indexing is becoming more and more popular, the theory went, and if everyone chooses indexing, the system will break down because no one will pay attention to stock prices anymore.
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Reporting Requirements For Foreign Assets

The term “offshore accounts” is often used as shorthand to suggest that such account holders are trying to dodge tax responsibilities. Especially after the Panama Papers, many observers are quick to assume the worst when someone holds assets outside of the United States. In reality, many, if not most, taxpayers who hold foreign assets do so in good faith for a variety of legitimate reasons. However, depending on the type of property in question and the taxpayer’s overall situation, keeping the Internal Revenue Service adequately informed can prove challenging.
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Mortgage Strategies For Different Life Stages

Becoming a homeowner represents a major life milestone. But from a financial point of view, purchasing a home is not a one-time event; it is the foundation for a variety of strategies over the course of a lifetime.
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