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SSA Phishing

Many of you have likely received at least one of these “phishing” phone calls feigning to be the SSA, wanting you to provide personal data or to “verify” your Social Security number. Their blog article which is linked here, gives practical advice on how to react. A...

Social Security Spoofing Scheme Surfaces

The below notice was recently posted by the Social Security Administration regarding attempts to get personal information from unsuspecting citizens.  You’ve probably noticed how caller ID’s can be changed to reflect virtually any dialing location desired.  Now it is...

Social Security: 2019 Cost of Living Adjustment

COLA adjustment for 2019 will be 2.8% For the first time since 2012, Social Security’s Cost of Living Adjustment (COLA) will exceed 2%. And while some retirees are left wanting more, it is instructive to note that since 2010 the COLA’s have included: • 3 increases of...

It’s About the Holding

2012 was a pretty good year for equity investors. While many major market indices managed to turn in surprisingly similar returns, they were quite good by most any measure. The S&P 500 index returned 16% and the MSCI EAFE, a major international equity index,...