| Bates Briefings | |
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George weighs in on the New Year, changes occurring in the financial universe, and announces the 2014 Client Appreciation Day speaker. Laura Pechacek explains new medical deduction laws. |
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George analyzes tax increases, introduces the Client Appreciation Day speaker, and breaks down the complexity of corporate tax rates. |
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George shares thoughts on energy, shift of the middle class, interest rates, and gives insight into nonqualified annuities. |
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George summarizes various aspects of the financial universe and responds to written feedback. Erica Amenda draws a picture of the severity of Illinois’ debt. |
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George examines current fiscal policy regarding government spending, gives advice on protection online information, and analyzes a study done on the Presidential Cabinet. |
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George gives his outlook on the market for the New Year, and breaks down taxes on Social Security benefits. |
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George weighs in on current topics including: the aging population in the U.S., providing financial security in retirement, and provides information on how the market has historically performed after severe declines. |
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George articulates his take on the state of the current and future market, as well as sheds light on the condition of the government debt. |
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George outlines new tax laws and the facts relating to the current state of Medicare and Social Security, while Mark Jones breaks down the conversion from traditional IRA to a Roth IRA. |
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George illustrates the importance of estate planning, and identifies the pros and cons of both traditional and Roth IRAs. |
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George reflects upon the recent election, gives advice on avoiding fraud, and salutes a lost mentor. |
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George looks into government debt, new data on longevity and aging, and clarifies the difference between an Investment Advisor Representative and a Registered Representative. |
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George reflects upon the recent stock market decline, as well as Health Care reform, and provides tips for the younger generation regarding financial security. |
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George discusses who is responsible for the financial crisis, breaks down the 2009 Stimulus Package, and comments on immediate fixed annuities. |
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George comments on the volatility of the Stock Market, defines key issues in the upcoming election, and takes a closer look at recent tax updates. |
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George analyzes the current condition of the stock market, spells out the details of the new Pension Protection Act and what it means to you, and warns of email fraud. |
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