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Our Blog

Read the latest news, insights, and ideas from the team at Accretive.

Accretive On: Year-end Gifting
Financial Planning

Accretive On: Year-end Gifting

Gifting tips to consider as we approach year-end.

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Accretive October 2019 Market Recap
Market Insights

Accretive October 2019 Market Recap

Markets were strong in October, we cover that and more in our recap

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Accretive On: Traveling Abroad
Financial Planning

Accretive On: Traveling Abroad

Where to look before you start planning your next big trip.

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Accretive September 2019 Market Recap
Market Insights

Accretive September 2019 Market Recap

Equity markets recovered in September with a flurry of economic data. Click to read our full recap of the month and our forward looking thoughts.

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Accretive On: Winners & Losers in the Discount Broker Price War
Market Insights

Accretive On: Winners & Losers in the Discount Broker Price War

Shots fired: Schwab and TD Ameritrade kicked off a price war, who wins and loses?

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Accretive August 2019 Market Recap
Market Insights

Accretive August 2019 Market Recap

August was a tough month for stocks and a good one for bonds as yields fell. Find out what we think in our update.

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Accretive On: Market Lessons
Market Insights

Accretive On: Market Lessons

Mark Twain said, "History doesn't repeat itself, but it rhymes." Accretive takes a look at what markets learn over the long run.

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Accretive On: Identity Protection
Financial Planning

Accretive On: Identity Protection

Learn top 4 ways to protect your identity

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Accretive July 2019 Market Recap

Accretive July 2019 Market Recap

Markets were modestly positive in July and the Fed made headlines at the end of the month, find out what we think in our monthly recap.

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Accretive On: What the Fed is Doing
Market Insights

Accretive On: What the Fed is Doing

The Fed cut interest rates by 0.25%. Find out what Accretive thinks about the Fed's actions.

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Accretive On: Cyber Security
Financial Planning

Accretive On: Cyber Security

6 Ways to Protect Against Cyber Crime

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Accretive On: The Longest US Expansion on Record

Accretive On: The Longest US Expansion on Record

The current US expansion is the longest on record, what does Accretive think of it?

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Accretive June 2019 Market Recap
Market Insights

Accretive June 2019 Market Recap

Markets bounced back and posted a strong June, find out what factors we think were key to the recovery.

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Accretive On:  Forecasting
Market Insights

Accretive On: Forecasting

Going into the end of 2018 economists generally agreed, rates were moving up. The forecast has proved incorrect, what learnings can we take from that?

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Accretive On:  2019 IPO Boom
Market Insights

Accretive On: 2019 IPO Boom

The Wall Street IPO machine is running hot, what are investors to do?

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Accretive On:  Reg BI
Financial Planning

Accretive On: Reg BI

The SEC released a new rule, Regulation Best Interest. Find out why Accretive thinks understanding the nature of your advisory relationship is still important.

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Accretive May 2019 Market Recap
Market Insights

Accretive May 2019 Market Recap

Equity markets were rough in May, while investment grade fixed income rallied. We recap that and one of the key drivers of tone in the market: trade wars.

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Accretive On: Today's Yield Curve
Market Insights

Accretive On: Today's Yield Curve

There's a lot of talk these days about the yield curve and rate environment, what it means for the economy and the stock market. Here's our take.

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Accretive On: The SECURE Act
Financial Planning

Accretive On: The SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act made headlines this week as the House of Representatives voted 417-3 in favor of the bill to send it on to the Senate. In addition to overhauling many US retirement plans and rules...

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Accretive On: Should I Pay Off My Mortgage?
Financial Planning

Accretive On: Should I Pay Off My Mortgage?

Markets are hitting all-time highs and you’ve been saving extra cash each month. You look at your budget and personal balance sheet, and one item stands out in both – your mortgage. Many people are asking themselves; is now a good time to pay it off?

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