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I’m invested in a 2030 target date fund – help! What do I do when it matures?
Reading Time: 3 minutesMany 401(k) plans hold target date funds as a way to help their employees accumulate funds for retirement. However, as the fund approaches its end date, ...
It’s 2023 – is inflation still a “thing?”
Reading Time: < 1 minuteWith recent CPI reports showing a more favorable view, many are questioning if inflation is a relic of the past or if high prices will ...
What the SECURE Act 2.0’s passing means for YOU!
Reading Time: 4 minutesIn late December 2022, the SECURE Act 2.0 was passed as a part of a $1.7 trillion omnibus spending package. The Act has a litany of ...
2022 Market Recap
Reading Time: 3 minutesHappy New Year! In this newsletter we are going to recap 2022 economic news and highlight the most salient themes for investors. Let’s start with a ...
I’m retired. Can I still get a mortgage?
Reading Time: 6 minutesIt’s very common for us to get questioned about whether or not a retiree can get a mortgage. Some retired people feel stuck; they want to ...
December newsletter
Reading Time: < 1 minuteHappy holidays and please enjoy our final newsletter of the year!
Are Treasury Bills the safe asset of 2023?
Reading Time: 3 minutesMarkets are volatile, inflation hasn’t gone away, and geopolitical instability is still a “thing.” Is there a safe asset where you can park your money? Let’s ...
Charitable Giving in a Down Market
Reading Time: < 1 minuteThis month we seem to be getting a great deal of questions about giving to charity in a down market, and we’ve answered them in ...