Most Recent Resource Articles
3 Ways to Invest in Your Children—That Cost You Close to Nothing
When you think about investing in your children, you probably think of saving for college. Or maybe providing things like a private school education, music lessons, or a trust fund [...]
Q1 2020 Market Review
Find Q1 2020 Market Review Slides here.
2019 Annual Market Review
The US stock market, as represented by the S&P 500, finished up 9.07% on the quarter, adding to a slightly positive return in the third quarter and closing the year up 31.49%.
2020 Contribution Limits & Tax Reference
This summary will provide you with guidance on 2020 Benefit Contribution Limits and tax details.
SECURE Act Passed
It has been a whirlwind week with the House voting to impeach the President. What has nearly gotten lost in the news is that the Senate attached the SECURE Act (Setting Every Community Up for Retirement Enhancement) to the December 20 fiscal 2020 spending authorization bill.
Q3 2019 Economic Review
The US economy, while slowing, has remained relatively strong as the global economy trudges along. However, the markets, the media and may in the investment community believe that tough times [...]
