We have witnessed some extraordinary moves in the financial markets during the past few trading sessions. In recent days, the Standard & Poor’s 500 index has fallen by over 7 percent more than once. Ongoing concerns over the possible economic slowdown stemming from the coronavirus are prompting traders to reprice financial assets.1 For many, things […]
During this webinar we will go into more depth on creating a portfolio based on risk return statistics that are appropriate for your individual needs. Tools will be provided to determine if your current TSP allocation is within your comfort zone. Tues., March 24, 2020 from 1:00-2:00pm EST To access the Live Webinar, click here. If you have questions […]
Key Takeaways The Wuhan coronavirus has unnerved global equity markets so far in 2020. While still early, compared to the SARS outbreak in late 2002/early 2003, investors are concerned about the possible impact to economies and on markets. However, to date, Chinese stocks are responding in a manner remarkably similar how they reacted to […]
During client review meetings, we’ve noticed that a number of our clients are ending up with a slight gap in their estate plan. There are a few ways to manage your final expenses when you pass away. However, most of the people we talk with have not thought this through and believe they have filled this […]
Six Key Retirement Changes of the Secure Act By Carol Schmidlin The Setting Every Community Up for Retirement (SECURE) Enhancement Act was signed into law by President Trump on December 20, 2019. This is the most extensive retirement act since the Pension Protection Act of 2006. Here are the six notable key retirement changes that […]