On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.
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Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
Does it help or harm the average long-term investor to peek at their own accounts or pay attention to the market every day?
For a minute, I want to think broadly about the question, “What does it mean to be an investor?”
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Pictures and video coming from Ukraine are difficult to watch. As humans, we may be angered and ask, “How can I help?” In investing, typically the best thing to do in the moments when we are most tempted to do “something,” is simply to sit still.
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
