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  • The Most Important Financial News Of 2018

    The most important financial news of 2018 was that Modern Portfolio Theory (MPT), the strategic underpinning of prudent investing, worked. Yet you just don't see front-page headlines saying conventional wisdom worked. Why? Because when what's expected to happen actually occurs, it's not news. Nonetheless, the fact that modern portfolio theory worked, just as academia has expected it would, was the most important financial news of 2018.

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  • Retirement Income Portfolio Survival

    As financial professionals, we believe understanding the dynamics of retirement income portfolio risk can be crucial to investment success. The survivability of five hypothetical retirement portfolios over the 20-year period ended December 31st, 2018 shown in the accompanying table is not intended as investment advice but is intended to help clients better understand retirement portfolio risk and conquer perhaps the worst of all financial fears: running out of money in retirement. The data is based on a continuing professional education session by Professor Dr. Craig Israelsen, an independent economist whose research we license.

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  • Five Key Factors In Funding A Child's Education

    The Tax Cuts And Jobs Act (TCJA) changed funding a child's education significantly. Here are five factors to consider.

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  • Key Tariffs, Rates And Economic Facts To Note In Fearful Times

    Tariffs, interest rates, and recession struck fear deep in the heart of investors as 2019 was beginning. A market crash, a world financial crisis, or something worse. Here are some facts to help you keep perspective in these fearful times.

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  • High Income Earners & Roth Conversion

    Roth IRAs are tax-free, making them popular, but a married couple is ineligible to contribute to a Roth if they earned more than $199,000 of modified adjusted gross income in 2018 ($135,000, if single). A "backdoor" around this limit enables you to convert traditional IRA assets into tax-free Roth IRA accounts, even if you're over the income limit. Here's a strategic approach for maximizing the backdoor route to get tax-free Roth treatment with the least amount of conversion-tax.

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  • Time Itemized Deductions To Reduce Taxes

    You can't have your cake and eat it, too, but this tax planning strategy lets you have a tax break and repeat it, too.

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  • The Big New Tax Break For Pre-Retired Professionals

    Pre-retired dentists, doctors and lawyers as well as other independent professionals may be able save tens of thousands of dollars in income taxes annually during their peak income years under the new federal tax regulations. The new rules are complex. Here are 10 things pre-retired business owners need to know about qualifying for a 20% reduction in qualified business income under Section 199(A) of the new Internal Revenue Code:

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  • The Truth About U.S. GDP Growth

    Second-quarter economic growth surged 4.1%, the best it's been since the third quarter of 2014.

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  • Sidestepping New Limits On Charitable Donations

    If you think you're no longer allowed to deduct items like charitable donations on your income tax return, think again.

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  • Another Member Of Music Royalty Dies With No Will

    Legendary singer, Aretha Franklin succumbed to pancreatic cancer at the age of 76 on August 16, 2018, and she was accorded funeral rites reserved for music royalty. At once humble and a diva, the Queen of Soul, who famously demanded respect, sadly died without a will.

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    Another Member Of Music Royalty Dies With No Will
    Top 10 Indications The Economic Outlook Is Brighter Than Expected
    Sidestepping New Limits On Charitable Donations
    Pre Retirees To Convert IRAs More Often
    New Tax Break For Kindergarten Through 12th Grade
    The Truth About US GDP Growth
    Despite Distractions, Economic Data Boomed Last Week
    Protect Yourself Against Spearphishing
    Even The New York Times Gets Investment Facts Wrong Sometimes
    First Half Of 2018 Stock Investing Highlights

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Callahan Capital Management

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