It’s Not Too Late For IRA Contributions

**Updated for CARES Act, approved March 27, 2020. Revisions in Bold Italics**

Tax day is coming up and we wanted to take this opportunity to remind you that if you haven’t made a 2019 IRA contribution, it’s not too late. If you are eligible to make a contribution, you have […]

Winding Down the Year

We are currently on track to end 2019 as another significant year for the markets. Year-to-date, most asset classes have performed well. This trend would indicate that we are preparing to enter our 11th year in a bull market environment. However, this does not necessarily mean that we are anticipating a repeat […]

It’s RMD Season

Summer is winding down and kids are going back to school. If you will be 70 ½ years old or older this year, now is the time to ensure that you have taken your required minimum distribution (RMD).

If you have not already satisfied your 2019 RMD with your assets held in our […]

Stay the Course

You hear us say it all the time: “Stay the course”. Even with headlines about trade wars, interest rates, impeachment, etc. we believe you should remain invested and continue to work with our team to ensure that your portfolio is suitable for your investment goals and risk tolerance.

We understand that […]