With the last 10 years delivering 9/10 years of positive stock market returns, we need to begin setting realistic expectations for the next few years. Stocks have averaged 10% annually when we look ba
What the SECURE Act means for your Estate
What the SECURE Act means for your Estate In 2020, a major new tax law went into effect. The SECURE Act. The SECURE act has changed the rules on the Stretch IRA. As a refresher, the Stretch IRA was th
Advice for Investors in 2020
Market volatility is normal, and intra-year declines are common. If we experience sharp, sudden downside in 2020 – remember, it’s just how equity markets work. 75% of the time, the market recovers all