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October 31, 2021
Dow Dogs Lagging Broader Market Since First Quarter
The Dogs of the Dow investment strategy jumped out to a fast start during the first quarter, outperforming both the S&P 500 Index and the Dow Jones Industrial…
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October 28, 2021
A Weak GDP Report For Q3 2021
Thursday's GDP report provided some support to our post earlier this week noting economic growth stalled in the third quarter. There are a number of inputs…
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October 28, 2021
The "Neal Proposal": Proposed Legislation and Action Items
Released on Sept. 13, 2021, the "Neal Proposal" to the U.S. House of Representatives Ways and Means…
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October 28, 2021
Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate "stepped-up basis" on property transferred at death…
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October 28, 2021
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
This paper discusses proposed legislation that would impact current life insurance and estate…
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October 27, 2021
An Economy Nearing Stall Speed In Q3 2021
Thursday morning, October 28, 2021, the Bureau of Economic Analysis will report the Advanced reading on third quarter GDP or economic growth. At the beginning…
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October 24, 2021
Seasonally Positive Period For The Equity Market
The S&P 500 Index is on pace to finish 2021 with strong performance, up 22.39% so far in 2021. This year follows strong returns in 2019 and 2020, up 31.49% and…
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October 22, 2021
Investor Letter Fall 2021
The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing…
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October 12, 2021
Where Are The Potential New Hires?
The issue around jobs is certainly having a negative impact on small business optimism. Commentary on the job market seems like a broken record: small…
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October 5, 2021
Preparing the Next Generation has Never Been More Important - Introducing HORAN NextGen
Lately much is written on the ongoing uncertainty regarding whether a 2021 tax reform bill will significantly change the law of wealth transfer taxation…
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September 20, 2021
Sidelined Workers Might Restrict Economic Growth Prospects
Companies are struggling to hire employees. The inability for companies to hire is occurring at a time when job openings are high and the number of individuals…
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September 18, 2021
Investor Bullish Sentiment Lowest Since July 2020
This week's Sentiment Survey report by the American Association of Individual Investors showed bullish sentiment fell over 16 percentage points to 22.45%…
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