Among the most significant changes as part of the CARES Act are: 1) A waiver of 2020 RMDs…Click to read more.
2020 Q1 Market Commentary & Review in Charts
Markets didn’t wait for an elevator this quarter, instead jumping into an empty elevator shaft… Read the full commentary here.
Is there ANY good COVID-19 news? (Yes!)
While bad news dominates headlines, there is some progress being made. Here are a few selected stories that may…Click to read more.
End-of-Week Coronavirus Market Update #3
This past week was the third week in what looks to be one of the all-time epic market panics. And just like the panic that…Click to read more.
Coronavirus Market Update / Q&A
Another painful week in markets around the globe, although one that ended on a strong up note. The Dow, which had… Click to read more.
End-of-Week Coronavirus Market Update
As I’m sure everyone on the planet now knows, it would appear we are on the verge of a novel coronavirus pandemic. Click to read more.
2019 Year-End Commentary & Review in Charts
2019 was a strong year for almost every investment asset class around the globe… Read the full commentary here.
Your IRA and the New SECURE Act
The new SECURE Act passed by Congress in December brought with it important changes for IRA owners and inherited. Click here for more.
Medicare Find-a-Plan Step-by-Step Guide
A visual step-by-step guide to using the Medicare Find-a-Plan website for Part D drug plan comparison during the open enrollment period. Click here.
2019 Q3 Market Commentary & Review in Charts
Markets in the U.S. and internationally developed countries were relatively flat in the third quarter…Read the full commentary here.