Dear Friends, The Federal Reserve ended its two-day Federal Open Market Committee meeting last Wednesday, and the outcome was broadly in line with market expectations. As expected, the Committee raised short-term interest rates by 75 basis points (0.75%) to take the fed funds rate to 2.5%. …
The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. As a result, the markets have reacted with vigor, with large days swinging in either direction. We have reached out to many of you, but our thoughts continue to evolve as we discover …
Stocks fell sharply on Monday and dropped again Tuesday as concerns about the coronavirus (COVID-19) pushed markets significantly lower. An optimistic view of how well the virus was being contained has given way to a number of negative data points in recent days. According to the World Heal …
As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement. Officially entitled the Setting Every Community Up for Retirement Enhancement Act, but more commonly known as the SECURE Act, the new law includes both welcome ch …
Another decade is in the books and the twenty-twenties are here! This decade will kick off with a number of important events that are sure to keep us on the edge of our seats, including the Summer Olympics in Tokyo, the U.S. presidential election, and the decennial census.* With the arrival …
If you turned 65 in 2019 (or are going to be 65 in 2020) you are probably thinking about enrolling in Medicare (if you haven’t already). Click here to read the February 2020 Client Connection
With the SECURE Act comes the demise of the stretch strategy – and that could cost your loved ones if you don’t revisit your retirement income plan. Click here to read the January 2020 Client Connection
