The New SECURE Act
A quietly-publicized tax bill worked its way through Congress last year and was signed into law on December 20th. Known as the Setting...
Muddled Markets, The Media, And Our Minds
Around the beginning of every year, most major financial publications print articles with interviews of market experts talking about what...
Q2 2019 Investment Briefing
The second quarter of 2019 continued the positive returns from the first quarter, although not as robustly. In our latest investment...
The Impact of Working Part-time In Retirement
More and more Americans are finding that after a planned and well-earned retirement, they still have a desire to work. Nearly 55% of...
A Mortgage Free Retirement May Not Be The Best Financial Decision
A decision many homeowners face is whether to pay-off their home mortgage early by making additional principal payments, or, instead, to...
Current Workers More Confident About Retirement Than Actual Retirees
64% of today's workers [1], according to a recent survey by the Employee Benefit Research Institute (EBRI), feel very or somewhat...
May 29th (5/29) is National 529 College Savings Plan Day!
A growing concern for many parents is the future cost of their child’s education, second only to retirement. With the sky rocketing cost...
Stay Safe from Cybercrime This Tax Season
The only people who look forward to tax season may well be the cybercriminals who are trying to steal your personal information. ...
Low Volatility Years Usually Calm Before The Storm
2017 was one of the least volatile years in US stock market history, with most major indices enjoying 20% or more in positive returns....
Are You Ready For The Next Hot IPO?
Are you ready for the next hot IPO? An initial public offering, or IPO, issued by a popular company can seem like a very tempting...