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How to Secure Your Personal Information Online

Submitted by JMB Financial Managers on October 17th, 2019

I sometimes find myself in conversations with clients who tell me how important it is for their personal information, including their finances, to be protected. As business owners, you have even more on the line than individuals.

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  • Asset Protection
  • Small Business
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The 6 Questions You Should Ask Your CPA During Tax Time

Submitted by JMB Financial Managers on September 18th, 2019

Taxes are confusing enough for individuals, but when it comes to being an independent contractor, another layer of complexity is added. To make things a little easier come tax time, we’ve but together a list of the six questions you should ask your CPA.

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  • Taxes
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Understanding What Affects Your Risk Tolerance While Saving for Retirement

Submitted by JMB Financial Managers on September 17th, 2019

It is no surprise that any type of investing comes with some amount of risk. Understanding what affects your risk tolerance and how to manage it, especially when you’re saving for retirement, can help you be more successful in reaching your financial goals.

Tags:
  • Investing
  • Retirement Planning
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The U.S. Bond Market is Not Signaling a Recession

Submitted by JMB Financial Managers on September 12th, 2019

A Recession is Not on the Horizon for the U.S.

Global interest rates are plunging as investors brace for a worldwide slowdown. Global investors have now pushed the yield on the benchmark 10-year Treasury note down to 1.46%, with most of the drop occurring over the past three weeks. We also recently saw the U.S.

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  • Current Events
  • Investing
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The Yield Curve Inversion: Harbinger of Doom, Early Warning Sign, or a Bunch of Hype?

Submitted by JMB Financial Managers on August 27th, 2019

It seems like the daily news is full of impending recession warnings from a media desperate to see the current president lose his bid for re-election. (When you look back at history, the start of a recession during an election year has not bode well for an incumbent.

Tags:
  • Current Events
  • Investing
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5 of the Easiest Ways to Pay for College and Reduce Your Stress

Submitted by JMB Financial Managers on August 23rd, 2019

Both parents and students alike can become stressed out over the cost of paying for college, even if they are somewhat well off. It turns out you can dramatically reduce your stress and fund a college education by adding a few simple steps to your financial game plan. Let’s review those steps and how you can get started today.

Tags:
  • Paying for College
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A Guide to Saving for College

Submitted by JMB Financial Managers on August 22nd, 2019

There is no "magic wand" or one-size-fits-all plan to save for college. As you can imagine, multiple factors impact the type of account you will utilize. You may even want to use a combination of options to maximize the amount you save and minimize the tax you pay on the money earned by the account(s).

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  • Paying for College
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Corn Crop News Turns Dour

Submitted by JMB Financial Managers on August 20th, 2019

The 2019 corn crop looks set to go from bad to worse, which should boost prices of the grain at the grocery store, in addition to pushing the cost of beef, chicken, and pork higher with it.

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  • Current Events
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Why is the US Bond Market on a Tear, Pushing Rates Lower?

Submitted by JMB Financial Managers on August 12th, 2019

You certainly wouldn’t be the only one wondering this. The unemployment rate hasn’t been this low since Neil Armstrong walked on the moon, inflation is close to non-existent, and the US economy is expected to grow 2.5% in 2019. Shouldn’t interest rates be rising?

Tags:
  • Current Events
  • Investing
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More Bad News for Your Grocery Budget

Submitted by JMB Financial Managers on August 2nd, 2019

First it was the looming shortage in U.S. corn supplies; now we have a global pork supply problem. Pork supplies are expected to drop by the largest percentage ever. The record-breaking drop in global pork production will mean a massive shortfall of meat.

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  • Current Events
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Categories

  • Asset Protection (10)
  • Charitable Planning (5)
  • Current Events (26)
  • Estate Planning (7)
  • Financial Planning (20)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (8)
  • Investing (9)
  • Paying for College (3)
  • Retirement Planning (22)
  • Small Business (17)
  • Taxes (10)

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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