Congress recently passed – and the President signed into law – the SECURE Act, landmark legislation that may affect how you plan for your retirement. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect your tax and retirement-planning situation. Here is ...
Investment Planning
Data or Relationships
Wow, what a harrowing swing we have seen in the stock and bond markets of late. Asset allocation, which reduces the downside risk of investing, provided no safety in the July to August market correction. All major equity indices were down at least 10% from their earlier market peaks. Why? We are seeing a realization [&hel...
Investment Planning Overview
Investment planning, as any financial advisor will tell you, extends beyond retirement. Obtaining financial security by the time you are ready to retire should defiantly be a long-range goal of investment planning, but you should include consideration for other life ev...
