A Checklist for Identifying the Right Advisor for You
Relationship Your advisor’s sole, continuous duty across your entire relationship should be to advance your highest financial interests (even ahead of their own) as a…
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The Economy vs. The Market
The terms “stock market” and “economy” are often used interchangeably, but they are not one in the same. Perhaps this has never been more evident…
2020 Education Funding Provisions
Beginning at the end of 2019 with the passage of the SECURE Act and then continuing with the CARES Act which was passed in response…
What You Should Know About Retirement Plan Rollovers
Given the current economic environment where companies are laying off workers and, in some cases, going out of the business, the implications for employer-sponsored retirement…
2020 Q1: The Quarter in Review
After a surprisingly strong year for stocks in 2019, the new decade got off to a rough start for investors with one of the most…
CARES Act: IRA and Retirement Plan Provisions
There are several provisions in the CARES Act, which was signed into law on March 27, 2020, that provide flexibility to retirement account owners. In…
CARES Act: Changes to Minimum Distribution Requirements for 2020
Included in the CARES Act, which was signed into law on Friday, March 27th, 2020, are provisions related to tax-deferred retirement plans/IRAs and minimum distribution…
Some Thoughts From A Financial Planner
At my core, I am a financial planner. Some may call me a money manager, or an investment advisor or a wealth manager….all terms that…