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2019

The SECURE Act of 2019 brought about many financial changes

How Does the SECURE Act Impact Your Financial Plan?

By | 2019, IRA, Retirement, Retirement Planning, Retirement Savings, Stretch IRA | No Comments

Amidst the excitement of the holiday season and the seemingly endless coverage of impeachment proceedings in Washington D.C., you have may have missed news of sweeping changes to retirement savings that could have a significant impact to your financial plans.  On December 20th, 2019 President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 into…

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2019 Market Review

2019: The Year in Review

By | 2019, Economic Growth, Equity Markets, Market Index, Real Returns, Stock Markets | No Comments

Despite a gloomy outlook at the onset of the year, 2019 proved to be a stellar year for investments and a strong year for the economy of the United States.  Following a frightful fourth quarter in 2018 that saw the S&P 500 drop 13.53% and the Dow Jones Industrial Average lose 11.8%, investors had little to be optimistic about as…

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