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What’s in the SECURE 2.0 Act?

By: Angela Wright, CFP® Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th,...

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Ready for Some Truly GOOD News for a Change?

By Richard Del Monte, JD, CFP® Yes, we know that 2022 was a miserable year on almost every front, but there are some bone fide great things going on that you should be aware of! Ready? Here goes:...

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Market Update: 2022 In Review

By: Leo Bojorquez, ChFC® Just like that, another year is in the books – and good riddance! Investing in 2022 was not for the faint-hearted, to be sure. We started with a continuance of the 2021 cryptocurrency mania,...

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Fearlessly Awful Forecasts

Every year, right before January 1, there are a flurry of economic predictions for the coming year, published by the large investment banks and brokerage firms. These confident forecasts make it seem easy for people who are smart enough,...

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