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  • Volatility Continues As Markets Take A Wild Ride
    Volatility Continues As Markets Take A Wild Ride

    Dow, S&P both mov into negative territory for 2018

    Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative territory for 2018.
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  • Forty Percent Of Americans View Financial Planning Like A Medical Checkup – Not Fun But Necessary
    Forty Percent Of Americans View Financial Planning Like A Medical Checkup – Not Fun But Necessary

    Another 40% are either reluctant or nervous to confront their financial situations

    New research from Northwestern Mutual has found that when US adults aged 18+ are asked how they feel about financial planning, the far and away No. 1 answer is, "not my favorite thing in the world but know it needs to get done like a medical checkup" (40%).
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  • With MDRT ‘Edge’: Advantage, Advisors!
    With MDRT ‘Edge’: Advantage, Advisors!

    MDRT delivers new meeting that gives U.S. and Canadian members the cutting EDGE in Financial Services

    Nearly 500 MDRT members gathered in Boston Nov. 7-9 for the first-annual MDRT EDGE, a meeting focused exclusively on addressing the unique challenges faced by financial professionals in the United States and Canada.
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  • Going Solo? Not When It Comes To Investment Advice
    Going Solo? Not When It Comes To Investment Advice

    More investors are using paid-investment pros, with mobile access the preferred channel for investing, saving

    Use of paid investment professionals is growing as a source of advice for consumers in 2018 even as technology use continues to increase in the latest report by experts of Hearts & Wallets, the source for retail investor data and insights.
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  • Investor Sentiment Drops Amid A Swirl of Volatility
    Investor Sentiment Drops Amid A Swirl of Volatility

    Ending the month in positive territory may not have been enough to reassure investors

    Despite a late-month rally fueled by retail earnings, the TD Ameritrade1 November Investor Movement Index® (IMXSM) continued its downward trend for the second consecutive month to 5.27, a 14 percent decline from its October reading of 6.10.
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  • A Snapshot Of The Scope And Impact of Consumer Debt
    A Snapshot Of The Scope And Impact of Consumer Debt

    The big picture is worrisome nationwide, but some areas have bigger payment problems than others

    The personal-finance website WalletHub today released its Q3 2018 Credit Card Debt Study, which found that consumers racked up $16 billion in credit card debt from June through September, sending outstanding debt to an all-time record level for the third quarter of a year.
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  • Any Way You Look At It, Employer-Sponsored Retirement Savings Plans Are Important
    Any Way You Look At It, Employer-Sponsored Retirement Savings Plans Are Important

    Helping employees save for retirement

    A newly published LIMRA Secure Retirement Institute report finds 98 percent of U.S. employers believe it is important to offer a defined contribution (DC) plan to help their employees save for retirement; two-thirds believe it is very important.
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  • From Blunder to Wonder
    From Blunder to Wonder

    How Companies Successfully Bounce Back from Mistakes

    by Emily Safrin

    1993 was a terrible year for a particular major national fast food chain. It was an even worse year for four families who suffered unimaginable losses after their children ate contaminated meat at the establishment. Unsurprisingly, the chain found itself on the verge of bankruptcy.
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  • Business Executives Show Concern About U.S. Economy but Confidence in Own Companies
    Business Executives Show Concern About U.S. Economy but Confidence in Own Companies

    Survey: Almost half of respondents say their companies will boost pay because of tight labor market Availability of skilled personnel is top challenge for sixth quarter in a row

    Business executives’ outlook on the U.S. economy fell sharply in the past quarter, but they continue to hold strongly positive views of their own companies’ prospects, according to the fourth-quarter AICPA Economic Outlook Survey, which polls chief executive officers, chief financial officers, controllers and other certified public accountants in U.S. companies who hold executive and…
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  • Unique Dining Experience in Dallas Serves Up Awareness for Disability Employment
    Unique Dining Experience in Dallas Serves Up Awareness for Disability Employment

    Individuals with disabilities prove they are ready, willing and able to work

    The National Down Syndrome Society (NDSS), with support from Voya Financial® (Voya), are advocating for equal rights for all individuals with Down syndrome through a unique dining experience known as C21.
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  • 2019 Will Mark ‘The End of Easy’
    2019 Will Mark ‘The End of Easy’

    Outlook for 2019 suggests investment opportunities exist despite persistent market volatility and moderate market returns

    Wells Fargo Investment Institute today released “2019 Outlook: The End of Easy,” offering guidance to investors for the coming year. It suggests 2019 will be marked by ever-changing conditions as the economic recovery of the past decade decelerates. 
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  • Life Expectancy & The Global Economy
    Life Expectancy & The Global Economy

    Earlier diagnosis of disease and better public health policies can drive further gains in future life expectancy

    Life expectancy has steadily improved internationally for well over a century. In recent years, however, there are signs that the rate of mortality improvement has slowed in a number of advanced countries. Statistically, it is difficult to determine if the recent slowdown is simply a short-term blip or more permanent.
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  • Donors Intend to Maintain Levels, But May Not Understand Tax Reform’s Impact on Donations
    Donors Intend to Maintain Levels, But May Not Understand Tax Reform’s Impact on Donations

    To itemize or not to itemize?  1 in 5  don't know

    To itemize or not to itemize?  1 in 5  don’t know Fidelity Charitable provides resources to help donors get the most out of their giving 06 DEC 2018 — Fidelity Charitable’s new research indicates that donors’ commitment to giving remains strong in the wake of tax reform—82% of donors who itemized deductions on their 2017 taxes…
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