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Category: 2016

Letter From the President - Fall 2016

Posted By Lineweaver Financial Group
October 11, 2016 Category: Letter From The President, LFG, Newsletter, 2016

The Department of Labor has new rules which go into effect in April, 2017. The Fiduciary Rule requires retirement advisors to adhere to a fiduciary standard, putting the best interests of their clients first rather than their own. The new rule expands the types of retirement investment advice covered by fiduciary rules to include IRAs for the first time Previously brokers and advisors were held to a less rigid standard, and could recommend products that put their own profits ahead of the best interests of their clients.  The revised Fiduciary Rule will require retirement brokers to be more accountable for the advice they provide to their clients, making sustainable retirement income more likely for many retirees. The important point is that as a fiduciary, we are required to act in the best interest of our clients. This means that any advice and recommendations must be driven by what is best for you and cannot be influenced by any other considerations. The fiduciary standard also requires advisers to maintain the expertise to both thoroughly understand clients’ financial situations as well as the variety of options available to help them meet their financial goals. One of the more beneficial impacts of the new rules will be consolidation in the industry and less qualified advisors will fall by the wayside. All the better. The investing public will only benefit from an increased standard of care and the protections afforded under the Department of Labor rules. I

2016 Election: A Breakdown of the Candidates

2016 Election: A Breakdown of the Candidates

Posted By Lineweaver Financial Group
September 22, 2016 Category: 2016, Election, Candidates, Politics, Market

In an election year that appears to be anything but conventional, voters may have slightly better clarity on Donald Trump and Hillary Clinton and where they stand on key issues following the conclusion of the two major political party conventions. Differences in economic policies of Clinton and Trump mostly follow along party lines and viewpoints about the role of government. Clinton proposes a measured agenda. It is one that offers change, but without revamping the existing system and without throwing aside longstanding practices such as staying within budget constraints. Trump is focused on three main economic policy issues: 1) raise barriers to immigration; 2) impose large tariffs on goods from Mexico and China; and 3) enact large tax cuts. The presidential candidates’ policy platform on key issues is detailed on the following pages and is reflective of information released as of September 12, 2016. However, details are expected to continue to emerge or change as the official debate season begins and as Hillary Clinton and Donald Trump enter the final weeks of the U.S. presidential campaign.  Looking forward, the Commission on Presidential Debates has announced the following dates for the upcoming three presidential debates and one vice presidential debate where the candidates will meet head-to-head and discuss their positions on key economic and political issues.   Ø  First presidential debate: September 26, 2016 at Hofstra University, Hemp

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