Oct 15, 2020Quarterly Economic Update: Third Quarter 2020Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place....
Oct 15, 2020Proactive Year-End Tax Planning for 2020 & BeyondOne of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...
Aug 13, 2020Low Interest Rates and InvestorsInterest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting,...
Jul 23, 2020Second Quarter 2020After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...
Jun 24, 2020Proactive Retirement Planning Using the New SECURE ActOn December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new legislation...
May 20, 2020Traditional & Roth IRAs: Taking Retirement Into Your Own HandsIt is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a...