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March 2, 2020

Market Update: Turning Back The Clock To 2019

As this article went to print, the S&P 500 had declined 13% from its all-time high on February 19th. Market corrections are a natural and healthy part of the market cycle, and present good buying opportunities—that is, of course, until you find yourself in the throes of one and just want out! Anyone in the […]

The SECURE Act: What it Means for IRAs and Why it Makes Me Feel Less Secure

If a significant portion of your estate value is held in traditional IRAs, 401k plans, or other qualified (pre-tax) retirement accounts, you should strongly consider talking to your financial advisor about reviewing your lifetime tax strategy and estate plan. It’s likely that both need to be revised due to the SECURE Act. The Setting Every […]