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Investment Planning for an Uncertain World

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world.

Annuities in Financial Planning

As investments, annuities have several unique properties that make them very versatile in addressing a number of financial and investment planning needs. Where an annuity might never have been a consideration by a particular investor, it may, in fact, provide the only real solution once his needs, objectives, priorities and risk tolerance are established.

Are Alternative Investments Right For Your Portfolio?

Are Alternative Investments Right For Your Portfolio?

In recent years it would be difficult to read any financial newspaper or website without seeing headlines about “alternative investments”. This term is rarely defined by media accounts but seems to encompass hedge funds, private equity, infrastructure investments, as well as real estate.

Guarding Your Legacy through Philanthropy

Amassing great financial wealth affords people the opportunity to provide for others financially. In many cases, wealthy individuals use their financial strength to support family members and leave behind a trust that creates financial stability for future generations.

What is a 501(c)3?

Most people would agree that charitable organizations are a necessary part of human society. Where governments and private industry fails to provide for certain segments of society, charities can step in to fill the void. Although anyone can be involved in a charity, there is a process that must be followed in forming a charitable organization.

When Less is More: The Risk in Comparing Standard Returns to Those of the S&P 500

There was a bit of curiosity at the end of 2014. The S&P500 Index achieved an academic 13.7% return. Investors with a properly diversified portfolio experienced returns of less than 5% Net of Expenses. So, what is the difference between the S&P500 and a properly diversified portfolio?

Donor Advised Funds

Donor Advised Funds (DAF) were first created in the 1930s. This type of fund is a vehicle for donors to give to charities and enjoy immediate tax benefits. Over time, the donor can recommend grants from the fund. In some ways, these funds operate like a charitable savings account. They have become increasingly popular among philanthropic givers who can add funds to whenever they deem fit.

5 Ways to Arm Your Retirement Against Volatility

It is not enough these days to put your money into a single retirement account and cross your fingers. Additionally, younger generations should avoid placing too much faith in Social Security. Economic markets today undergo drastic ups and downs over the course of months and years, resulting in setbacks for your retirement funds.

Understanding Roth and Traditional IRAs

When it comes to saving for your future, there is a confusing alphabet soup of retirement-investment options that can leave even a savvy business professional scratching his/her head. From 401k to Roth IRAs, options abound for you investing opportunities. In this post, we're going to focus on private retirement opportunities, specifically, the Roth and traditional IRAs.

Indian River Financial Group, Inc. is a Proud Supporter of the Boating & Beach Bash for People with Disabilities

Boca Raton’s Boating & Beach Bash for People with Disabilities is celebrating its 7th year in 2015! The Bash has grown to become the largest, free funday in America for children, adults and Purple Heart recipients with physical and/or intellectual challenges, and their caregivers.

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