Stefans Associates, Inc.

 

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Please do not make securities trade requests by email, as they cannot be honored in this manner. 

                  

Securities and investment advisory services offered through Walnut Street Securities, Inc. (WSS) Member FINRA & SIPC, a registered investment advisor.  Stefans Associates is anot afiliated with WSS.Click here for important information.

Income tax services are offered by agents in their roles as tax preparers with Stefans
Associates, Inc. Neither WSS nor its representatives offer tax or legal advice which is given by tax advisors
and attorneys. Neither Stefans Associates, Inc. nor Stefans Law Group, PC are affiliated with WSS. 

Each firm is independently responsible for the products and services it provides.  

 

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Home Affordability

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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