Retirement Insights

The Secure Act and Your Retirement

By Kyle Meyer

At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act. The provisions of the SECURE Act are effective 1/1/2020 and will have real-world implications for your retirement and legacy planning. In this article,…

Read More

How to Create Reliable Income Sources with Bond Ladders, SPIA’s and DIA’s

By Kyle Meyer

“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and saving to not working and spending from your portfolio is daunting. Layered on top of these “normal” concerns are today’s troubling headlines. This “headline risk”…

Read More

2019 – Q3 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.…

Read More

Qualified Opportunity Funds: Great Tax Saving Opportunity or Too Much Risk?

By Kyle Meyer

Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end.   Most recently, QOF’s were prominently highlighted on a recent front page of Sunday’s New York Times.   The attention is due to the tax benefits created by…

Read More

TSP Modernization Act

By Alana Light, CFP

Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.

Read More

What Does it Mean to Call China a Currency Manipulator?

By Bob French, CFA

Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.

Read More

Ignore the Financial Media

By Bob French, CFA

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment…

Read More

2019 – Q2 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Have any…

Read More

2019 – Q1 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Have any…

Read More

Blog posts linked on this page are intended for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The adviser does not endeavor to update or remove blog posts and articles after initial publication. No linked content should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. This commentary should not be regarded as a complete analysis of the subjects discussed.