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Archive for June, 2014

By Jack Riashi, Jr., CFP®, Financial Advisor Bloom Asset Management And the debate rages on and on and on….You can’t open a financial magazine or newspaper these days without an article about how most investors should use passively managed index mutual funds to construct their investment portfolios. Famous investors like Jack Bogle and others have […]

By Scott Whyte, AAMS®, Financial Advisor, Bloom Asset Management During the month of May, I presented seminars on Social Security at both the Sterling Heights and Troy public libraries. A topic that I received several questions on was survivor benefits. As with anything having to do with Social Security, there are always nuances and complexities, and […]

By Brian Weisberger Investment Analyst, Bloom Asset Management   People find out what I do for a living and I inevitably get everyone’s commentary on the markets. Not that I get too much new insight, but it is always interesting to hear people’s market sentiment and investment philosophy. For example, for more than a year I […]

By Jonathan Goldberg, J.D., CPA,  Bloom, Bloom & Associates  This time of year, lots of people are thinking about buying or selling a home. If you own a home, or are about to buy one, you should consider an estate planning technique commonly known as a Lady Bird Deed. The Lady Bird deed is thought […]

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