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,...
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:...
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,...
Dear Clients, We have to stop meeting like this, but I’m writing with a brief update on the continuing volatility in the financial markets. The markets appear to be reacting to the Fed’s latest 0.75% interest rate hike as...
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed...