2019 Annual Market Review

Think back to the beginning of 2019.  We had just ended the worst year for the financial markets since 2008, and the media was predicting a gloomy year ahead. Many people thought we had seen the end of the bull market and tough times were on the horizon.   2019 turned out very different than predicted.  In fact,…

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The SECURE ACT: What You Need To Know

At the end of December Congress passed into law the SECURE Act, the implications have a significant impact on retirement.  As your financial advisors, we are keeping abreast of the new legislation and doing lots of research so we can assist you with taking advantage of the changes.  There will be many new strategies for optimizing retirement…

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