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March 26, 2020

Are You Facing a Retirement Tax Bomb?

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their…

March 20, 2020

Coronavirus: What are Your Options?

It’s been a volatile few weeks in the financial markets. Up until late January, we were still enjoying the longest bull market in history. In three short weeks, the bull…

March 12, 2020

What Does the 2020 Election Mean for Your Portfolio?

The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you know it, the two major parties will…

February 26, 2020

What in the World is an Investment Policy Statement?

For decades, some of the world’s largest institutional investors have used one tool to guide their decision-making. Mutual funds, educational endowments, defined benefit pensions, and more all use this document…

February 26, 2020

Should You Leave Money in Your 401(k)?

There’s a growing trend among new retirees. With increasing frequency, Americans are choosing to leave their retirement savings. According to data from Fidelity, 55% of workers leave their retirement savings…

February 13, 2020

What will the economy look like in 2020?

Do you have your crystal ball ready? It’s the second month of a new year, which means it’s time for everyone to make predictions about what’s in store over the…

January 24, 2020

What Does the SECURE Act Mean for Your Retirement?

The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The…

December 23, 2019

Nearing Retirement? Give Yourself This Gift This Holiday Season

It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you…

December 11, 2019

How the Markets Performed in 2019 and Tips to Prepare for 2020

Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and…

November 26, 2019

You’ll Be Thankful You Made These Retirement Decisions

What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for…