SECURE 2.0 Act Aims to Increase Retirement Savings for Americans
By Jamie Hopkins, Managing Partner, Wealth Solutions The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.
By Jamie Hopkins, Managing Partner, Wealth Solutions The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.
Burt White, Chief Strategy Officer So far, 2022 is off to one of the worst ever starts of a year for stock returns. And the reasons are numerous and front of mind for us all: an unexpected war in Ukraine, the lingering impacts of COVID-19, the highest inflation rates in 40 years and the …
Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
By Craig Lemoine, Director of Consumer Investment Research Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50. The difference of $7.50 re …
By Matt Lewis, Vice President, Insurance Just because we express a desire to do something, doesn’t mean we’ll do it.
Ryan Yamada, CFP®, Senior Wealth Planner It was late one afternoon when I received the call from a retired client.