1st Quarter Investment Commentary

Together, we are facing an unprecedented situation. The global pandemic is indiscriminately affecting all our families, our businesses, our communities and our investment portfolios. The coronavirus will be conquered, but no one knows how deep the downturn will go or how long it will last. As one author we admire stated, “The short to intermediate … Read more 1st Quarter Investment Commentary

Is The Secure Act An “Enhancement” To Retirement Plans?


  In June of last year, we wrote about the SECURE Act that passed the in the House. The bill languished in the Senate until the middle of December when it was passed and signed into law. It received strong bipartisan support and has been presented as an “enhancement” to retirement plans, however, we see … Read more Is The Secure Act An “Enhancement” To Retirement Plans?