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How To Beat the Trump Tax Increase

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March 09, 2019 How To Beat Trumps Tax Increase Most business owners just want to run their business and be left alone. It’s hard enough earning a living in Illinois, but property taxes alone can consume most of your 2018 maximum  retirement contribution limit of $18,500 for a 401(k) and $6,000 “catch up” if you’re over 50. How do you “bulk up” retirement contributions when business is good, knowing the next recession is just around the corner and the tax burden never seem to ease?… CLICK HERE TO VIEW THE ENTIRE ARTICLE How To Beat Trump’s Tax Increase  ...

The Final Third Network™-Episode 3

Episode 3: "The Final Third of Life" Episode 3: "The Final Third of Life": Glenview residents Matt Berrafato, Bill Ulivieri & Charmaine Conaghan discuss the final stages of life, from the perspective of our business and family life. Please reach out to us with questions!Topics to include passion vs. purpose, regret, senior care, dementia, retirement income, social security, aging in place, and much more! Please Like & Share.Glenview Chamber of CommerceAlways Best Care North ShoreMatthew T. BerrafatoBill Ulivieri Posted by Cenacle Capital Management on Thursday, February 28, 2019...

The Final Third Network ™- Episode 1

The Final Third Episode 1: Introduction to Glenview residents Matt Berrafato and Bill Ulivieri discussing "The Final Third" stage of life; an age we're both entering! Topics to include passion vs. purpose, regret, senior care, dementia, retirement Income and much more! Glenview Chamber of Commerce Morning Air Show Always Best Care North Shore Posted by Cenacle Capital Management on Saturday, February 16,...

An Asylum and Refuge for Widows

An Asylum for Widows ^ (and divorced) January 31, 2019 Dear Family, Friends and Clients, We received our Illinois insurance producer license in December 2018. What this means for you, our dear client, is we can sell life insurance, along with Long Term Care (LTC) and fixed annuities. While we’re currently licensed in Illinois only, the cost of registering in other States is remarkably low.  For our clients in Nevada, Wisconsin, Colorado, Pennsylvania, Indiana, & Kentucky, we would be happy to provide a quote from among 60 highly rated insurance companies. We have remained stubbornly independent, and are not held “captive” with any particular company. Please call us at 847-686-4800 for more details. An Asylum for Widows ^ (and divorced) It is of the utmost importance to understand why we decided to add one of the most controversial and misunderstood financial products to our service line. Annuities. We had a saying on the trading floor; “We mock that which we do not understand”. CLICK HERE TO READ THE COMPLETE NEWSLETTER https://conta.cc/2DMMwmh  ...

The Trump Slump

January 4th, 2019 Dear Family, Friends and Clients, Happy New Year! There are two major themes in today’s stock market letter. 1. Things are NOT as bad as they seem 2. I’ve been “born again” #1: Things are NOT as bad as they seem At the time of this writing, the S&P 500 is trading at 2,516 up 2.82% on the day. The combined estimated earnings looking forward 12 months, of the S&P looking is about $173 per share. If you divide $173 by 2,516 you get 0.06875 or a 6.875% earning yield on the S&P 500.  This is still a very attractive earning yield. If we use the earnings from last year in September 2018, we divide $130 by 2,516 and get a yield of 5.166%. It still beats the 10 Year US treasury rate of 2.657%. * For those of you who are contrarian investors, not only do we have a behavioral reason to buy at these levels (see the cover image of Bloomberg Business) ; we have a fundamental reason in so far as the earnings of the largest companies in the S&P 500 are still attractive…… CLICK HERE TO READ THE COMPLETE NEWSLETTER    ...