SECURE Act

Looking Ahead: SECURE Act Update

The closing weeks of 2019 gave us plenty to celebrate and plan for as investors.  In contrast to 2018, where it was nearly impossible to find growth in stocks, bonds, or any asset for that matter, 2019 provided plenty of opportunity for returns.  There was volatility in the mix, however, as trade talks, domestic politics, […]

Setting New Year Financial Expectations

We are at the start of a new decade, which means lists and reviews of the past year and ten years.  Along with these retrospectives, we are treated to a healthy dose of predictions for what is to come (too often by financial gurus, unfortunately).  This is click bait, though. An invitation to bog ourselves […]

cost of trading

Cost of Trading Changes

The cost of trading changes at Charles Schwab and what it means for you and your financial advisor’s business. The Shifting Ground Under Our Feet The cost of trading has hit its lower limit: $0. In the last several weeks, after Charles Schwab announced that stock trades would be free, many major custodians and banks […]

philanthropy quote

Philanthropy at Year End

“All you can take with you is that which you’ve given away” – Peter Bailey in “It’s a Wonderful Life” The journey from Thanksgiving to New Year’s Day is a sprint this year.  A dash from expressing gratitude over turkey in November, to giving generously in December, to new beginnings in January.  I don’t know […]

identity in retirement

Finding Identity in Retirement

How are you doing, really? Do you know someone who has floundered when they walked away from work?  Think of that person you know whose identity was tied up in the ‘uniform’ that they wore for so many years; A suit and tie or the company colors.  They identified closely with their role on a […]