It is one of the most hotly debated topics in the financial industry – and it’s also one of the most misapplied topics too. Are investors better off utilizing passive or active strategies? Or should investors combine the two? But before you answer, I want you to think about this: passive vs. active should apply to strategies – not investing. There is a big difference. Passive vs. Active Strategies Truth: there is simply no one

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A look at some popular & obscure options for receiving money with little or no tax. Provided by M. Kathryn Clark, AIF®   Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than others. Qualified distributions from Roth accounts are tax-free. If you own a Roth IRA or have a Roth retirement account at work, you

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STAY INVESTED TO STAY AHEAD OF INFLATION One of the leading threats to the quality of your retirement is also one of the subtlest. You may have heard that inflation is all but absent, but that is not the case – the core Consumer Price Index (minus energy prices) has risen 1.9% in the past year. At some point, the supply glut in oil will disappear and oil prices will rise, driving costs of everything

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