Posts by Retirement Specialty Group

Owner Highlight: Maria Wright

Although it wasn’t traditional “love at first sight,” Maria remembers the first time she met Anthony well: “Anthony and I first met at Farm Bureau Financial Services in Gilbert, Arizona back in 2008.  He had come on as a captive financial advisor with them and I was in charge of teaching one of the onboarding…

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Evolution of the 401K

When employer-sponsored 401(k) plans were introduced in the 1980s, an unexpected consequence occurred: Pensions stopped being the norm. One reason is that companies found 401(k) plans less expensive than traditional defined benefit plans.1 At the time, 401(k) plans were touted as an opportunity for greater earnings and a richer retirement lifestyle. While it’s true that…

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The Federal Reserve’s Role in the Economy

The U.S. government’s system of checks and balances applies not only to its distribution of power but also to its economic viability. The Securities and Exchange Commission regulates the investment industry, the Consumer Financial Protection Bureau safeguards the interests of consumers and a banking supervisory system regulates U.S. monetary policy. That’s where the Federal Reserve…

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Exclusive vs Inclusive Investing

There are many different approaches to investing in the stock market, but most fall under two categories: exclusive and inclusive. Exclusive means conducting thorough research on prospective companies and investing in a portfolio of select, thoroughly vetted securities. One of the advantages of this approach is that if an investor’s research pans out, he could…

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Staff Highlight: Phyllis Howard

At the Retirement Specialty Group office, Phyllis is an important part of the team – she processes paperwork for clients, transfers funds, manages withdrawals, and also helps with a myriad of other things. Outside of the office she leads an interesting life as a wife, mother, grandmother, missionary, Bible teacher, calf wrangler and more. Born…

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Year End Tax Tips

As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox News, some who may benefit…

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