Insights

Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.

Timely Q & A

A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”

Unprecedented?

Suffice it to say, 2020 has started off with plenty of challenges and we continue to have challenges. If I were to have told you back in February that you’d be wearing a face mask every time that you went to the grocery store, you would have thought I was losing it. If I were to

Non-Qualified Variable Annuities, Time for a Review

If you own a non-qualified variable annuity, a confluence of events has made it a worthwhile time to review your contract. A brief review of this type of account: A non-qualified variable annuity is typically setup by an individual who has already maximized contributions to other retirement accounts and is interested in saving in another

CARES ACT – Information You Need to Know

The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time. Most recently, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act on March 27, 2020. The

Here’s What You Should Know About Medicare If You’re Approaching 65

80 million baby boomers started turning 65 years old in 2011. Since then, approximately 10,000 boomers have been reaching Medicare age every day; this will continue until 2030. If you or someone you care about is close to 65, it is time to think about Medicare. You become eligible as soon as the first of

What About…

Happy New Year everyone… With this video, I’m going to talk about what’s going on and make some observations on what we see for the future under to existing circumstances. Now these aren’t forecasts. There is an old saying that goes something like this: Forecasts tend to tell to tell you more about the forecaster

Retirement Plan Changes – Credits, Eligibility & More From The SECURE Act

The passage of the SECURE ACT in late December has created several changes to employer-sponsored retirement plans. For employers with under 100 employees, the plan start-up credit has been increased to the greater of $500, or the lesser of $250 x each eligible Non-Highly Compensated Employee (NHCE) or $5000. For example, an employer with 15

The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond

The SECURE Act which stands for “Setting Every Community Up for Retirement Enhancement” was signed into law December 20, 2019. 1. Required minimum distributions delayed slightly to age 72: Effective January 1st, 2020 required minimum distributions from retirement accounts will now start at age 72, not 70 ½. If you turn 70 ½ in 2019, you will still need to take your RMD for

Previous Next