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  • Exchange-traded funds: Pros and cons

    November / December 2019
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 381

    Abstract: Exchange-traded funds (ETFs) are similar in many ways to mutual funds, but there are also significant differences. This short article looks at some of the benefits (such as generally low fees) and drawbacks (the lack of active management) of ETFs.

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  • Take a close look at your plan expense categories

    April / May 2019
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 381

    Abstract: Keeping a sharp eye on your 401(k) plan’s expenses — a fundamental duty of fiduciaries — can require the use of a magnifying glass, at least metaphorically speaking. Take the case of what’s paid out of retirement plan investment funds, as opposed to paid directly by the plan or the company as the plan sponsor. Individual pieces can be measured in basis points (hundredths of one percent), but they add up. This article briefly explains some common contributors to a plan’s gross expense ratio and how even small distinctions can substantially affect participant investment returns over time.

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  • Fewer taxpayers to qualify for home office deduction

    February 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 381

    Abstract: Working from home has become commonplace in many industries but, beginning with the 2018 tax year, fewer taxpayers will qualify for the home office deduction. This article explains why and how to claim the deduction if you’re among the fortunate who are eligible to do so.

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  • Proxy disclosure rules are finalized

    April / May 2010
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 381

    Abstract: In December 2009, the SEC issued final proxy disclosure amendments. These include significant changes from the proposed rules that the SEC issued in July 2009 related to compensation policies, leadership structure and risk, and reporting of voting results.

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  • How to evaluate a distressed business

    March / April 2009
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 381

    Abstract: The tumultuous economy has taken its toll on many private businesses. Weaker companies may be liquidating assets to generate cash flow or even filing for bankruptcy, offering opportunities to stronger players. This brief article notes that even in these cases acquisition due diligence is extremely important to help potential buyers realistically assess the distressed business’s value.

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