Feeling SECURE (act)?

Does it feel like IRAs haven’t seen many big changes lately? Well, that feeling is mostly correct. Besides moderate increases in the amount an individual can contribute to a Traditional or Roth IRA each year, the rules have remained mostly unswerving. With the bipartisan ‘Setting Every Community Up for Retirement Enhancement Act’ (SECURE Act) however, […]

That Too Passed

During at least one unpleasant period in the markets, you probably heard us repeat the mantra, this too shall pass. It goes without saying we can’t take credit for penning that phrase, but we nevertheless subscribe to its underlying meaning. When the financial world seems to be entering another tailspin from which it can’t possibly […]