Feeling SECURE (act)?

Feeling SECURE (act)?

Does it feel like IRAs haven’t seen many big changes lately? Well, that feeling is mostly correct. Besides moderate increases in the amount an individual can contribute to a Traditional or Roth IRA each year, the rules have remained mostly unswerving. With the bipartisan ‘Setting Every Community Up for Retirement Enhancement Act’ (SECURE Act) however, this stagnation could change and, mostly, for the better. Lawmakers from both sides of the aisle support changes that address the evolving financial landscape in America, including longer employment periods and lifespans, as well as how inherited IRAs are distributed.

That Too Passed

That Too Passed

When another unpleasant period in the market comes around, and we say that with confidence, we want you to remind yourself of the mantra: this too shall pass. Continue Reading…

Lemons into Lemonade

Lemons into Lemonade

If you’re invested in the market, you probably want it to be at its highest value, all the time; that’s human nature. However, we all know the market will never be so obedient and that disobedience is what ultimately catalyzes portfolio growth for you, the investor. Though, that disobedience also doesn’t have to spell despair until your portfolio’s balance rebounds. Instead, if you allow yourself to welcome opportunities to turn lemons into lemonade, we’re confident you will savor the fruits of your decisions for years to come. Continue Reading…

More Than a Chirp

More Than a Chirp

The motivation to sell after Musk’s Tweet in August should not have been precipitated by fear or uncertainty, but those two elements are the foundation for irrational behavior. Instead, investors should sell when their own circumstances necessitate a trade. Continue Reading…