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. However, if you are receiving this email, then li
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