Archive for December 2019

SECURE Act – What Advisors Need to Know

Attached to the year-end spending bill that will go into effect tomorrow, Jan. 1, 2020 is the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Below is a summary of changes to be aware of: Limiting Stretch IRA’s – Instead of withdrawals from an inherited (non-spouse) IRA being stretched over the lifetime of the…

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Investor Tips for the New Year

Flipping the calendar to a new year always signifies the end of one chapter and the beginning of another, but the start of a new decade is an especially fitting time to embrace a fresh start. Finance-wise, the first 20 years of this millennium brought the best of times and the worst of times for…

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What to do in a Slow-Growth Economy

The U.S. has enjoyed a good run. A record-setting, long-running bull market. Historically low unemployment. Economic strength and general prosperity. But what happens when growth begins to decline? CLICK HERE FOR MORE

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