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Key Provisions of the CARES Act

April 8, 2020 |

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act…

Losses hurt you more

January 14, 2020 |

One of the most important retirement concepts to understand is that loss of principal overshadows gains. Protecting a portion of your retirement assets against losses may be the single most…

Impact of The SECURE Act

July 26, 2019 |

With all the political turmoil and intensity going on in Washington D.C, you may be surprised to find that there is a bipartisan retirement reform bill underway. The bill passed…

The Case for Active Management

July 26, 2019 |

In the last two decades, investors have debated for the merits of both passive and active portfolio management. Both styles of asset management have their benefits and drawbacks; however, recently…

Bonds vs REIT

June 11, 2019 |

Traditionally most investors like to split their portfolio into stocks and bonds and balance based on their risk preference. Bonds are less volatile than equities so investors tend to buy…

How Will the Trade War Affect my Retirement?

May 31, 2019 |

Three weeks ago it seemed like the world’s two largest economies were getting closer to achieving a deal to end the trade war. However, an increase in tariffs on 200B…

Why you should consider Dividends as a source of retirement income

May 22, 2019 |

As a shareholder, there are two main ways that your investment brings a return. The first, and most widely recognized, occurs when the firm you have invested in grows and…

Why a Guaranteed Insurance Contract Should Be Part of Your Portfolio

June 20, 2017 |

Investing isn’t easy in these uncertain times. The market crash of 2008 wiped out years of savings and unfortunately no one knows when the next market downturn will hit. A…

The Top 4 Annuities Myths That Get People in Trouble

June 13, 2017 |

The only way you can decide whether annuities are right for you is by looking at the facts. Unfortunately, there are plenty of annuities myths floating around that can get…

What Are the Top 5 Goals for Planning Retirement?

June 6, 2017 |

Retirement is often referred to as “the golden years,” and with good reason. After a long, dedicated career, now’s the time to finally catch up on all your lifelong goals.…

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