Articles and Updates
How can the stock market be back up given the horrible news of COVID-19 and discouraging economic reports such as unemployment numbers? The stock market and economy are not the same. Yes, there is some correlation between the two. However, the stock market is a leading economic indicator.
I am writing this morning with some fear and trepidation. That’s me being honest. “Will I say the wrong thing?…
If you are like me, the fatigue of social distancing and sheltering-at-home has come. Although we have had sweet times…
These are certainly days we will remember – for our generation, and generations to come. The COVID-19 pandemic has rocked…
Two meetings, two titles. How do I reconcile the two? Some days, yes, we are the Dream Crushers, advising clients to not take a path they so desire. And sometimes, we are hopefully a gift to our clients, guiding them in financial matters that bring long-term financial peace.
The SECURE Act (The Setting Every Community Up for Retirement Enhancement) was signed by the President on December 20th with a January 1, 2020 effective date. This Act was part of the Spending Bill and significantly affects IRA planning.
