facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our INSIGHTS

The Fragreport

Modern Markets Run on Data: Let's Drive! 

The Fragreport  covers markets, financial planning, culture & current affairs.

The IRA opportunity for late 2020 Thumbnail

The IRA opportunity for late 2020

If you have a Traditional Individual Retirement Account (IRA), you might be familiar with the regulation to take required minimum distributions (RMDs) beginning at age 72. What you may not know, however, is how that the Coronavirus, Aid, Relief and Economic Security (CARES) Act provides valuable RMD flexibility for 2020.

Read More
Five Things to Remember with Your 401(k) in Volatile Markets  Thumbnail

Five Things to Remember with Your 401(k) in Volatile Markets

Frank Sinatra’s old tune, That’s Life always picks me up when times seem tough. I replayed that song this week and like the song, the market was riding high in February and was shot down in March because of coronavirus fears. I had to remind myself, markets correct and eventually move forward. Here are five things you should remember when assessing your retirement plan during volatile periods in financial markets.

Read More