Posts by accountmanagers
RMD Considerations
With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP…
Read MoreAssessing the Role of Government
Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…
Read MoreFinancial Tips For 2020
The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…
Read MoreTwo Retirement Planning Approaches: Safety vs. Probability
According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…
Read MoreTax Tips and Updates for the 2019 Filing Season
As we enter a new year, it’s time to start thinking about smart tax moves to help minimize what you’ll owe Uncle Sam on April 15, 2020. Given the fact…
Read MoreTax Updates and Reminders
As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…
Read MoreThe Importance of Women Achieving Financial Confidence
Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all…
Read MoreMarket Trends to Watch
The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…
Read MoreThe Future of Manufacturing
A concerted effort to draw American manufacturing operations back to the U.S. over the past three years has done little to move the needle. In fact, a recent report from…
Read MoreNon-Cyclical Stocks and Their Relationship to the Economy
Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and…
Read More