OCTOBER 2017 NEWSLETTER
FEATURED ARTICLES
AEPG Wealth Strategies Presented at the
NJMEP Manufacturer’s Day on 401k Plan Best Practices
AEPG has partnered with New Jersey Manufacturing Extension Program (NJMEP) as their Employee Benefits and Pension / 401k gold affiliate. AEPG was a proud sponsor of the sixth annual NJMEP Manufacturer’s Day on Friday, October 6th, 2016 at the Bridgewater Marriott. “Our whole goal here is to bring as many manufacturers together as possible,” said John Kennedy, CEO of NJMEP.
 
OCTOBER 2017 INVESTMENT COMMENTARY
By: Gary Quinzel , CFA, MBA
  • Global equities turned in another strong quarter, and are on pace for their strongest performance since 2013

  • Biggest risk to the markets is uncertainty over future Fed policy, as we await the nomination for the Fed Chair in the coming days.

  • Earnings season is underway and off to a promising start. The recent hurricanes may impact Q3 earnings, but shouldn’t disrupt the positive momentum.

  • Hope is dwindling for tax reform legislation in 2017, however optimism remains, and a lack of negative catalysts could propel equities higher in the fourth quarter. 
Facing an Eldercare Situation with a Loved One?
By: Chris Schiffer , CFP®, CPA, MBA, AIF® & Alex Vaccarella , CFP®
Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.  
Top 10 Medical Identity Theft Prevention Tips
By: Alex Vaccarella , CFP®
We share information on preventing Identity theft regularly. With open enrollment coming up, we are providing our Top 10 Medical Identity Theft Prevention Tips. We believe these tips are good advice and would like to share them with you. Top 10 Medical Identity Theft Prevention Tips Protect your health insurance card as carefully as you would your Social Security or credit cards.
Technique for High Income Earners to Grow Assets Tax Free
By: Gary Shor , MBA, CFP®
The Roth IRA can be a very powerful wealth building tool. The trick is to know when and how to fund it. A Roth IRA can be funded through direct contributions and/or by converting pre-tax Traditional IRA dollars into Roth IRA dollars.
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