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Each year, Social Security announces the annual cost-of-living adjustment (COLA). By law, federal benefits increase when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W). Usually, there is an increase in the benefit amount people will receive each month, starting the following January.

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

The very big picture:

On the market: “It takes a licking and keeps on ticking”

Written by: Jonathan V. Bever

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research.

This is a follow up blog the last blog, “Return to Volatility: Part II”.

The Return to Volatility:  Part II                                                                  By Jonathan V Bever

Investing from the end of the diving board

June 2018

By: Jonathan V. Bever

By Kirk Larson
Social Security Washington Public Affairs Specialist

Every birthday deserves celebration, but some seem a little more special than others. Think of a baby’s first birthday. Sweet 16. The “Big 4-0.” Then, before you know it, along comes 65. This last milestone is especially important to retirees.

By Jonathan V. Bever

Having recently joined Fulcrum Wealth Advisors (FWA), I have settled into my role as research analyst and portfolio manager quite well. As part of FWA’s on-going commitment to providing our clients with the best ideas from around the world, our travel schedule has been filled.