Markets stall as the calendar shifts to May The rally in equity markets stalled following the impressive rally to record highs Capital Market Impact May 3, 2021 economic growthinvesting strategiesmarket commentary
SECURE Act 2.0 aims to improve American’s financial security There’s strong support among financial professionals for this new legislation Client outcomes May 3, 2021 income planninglegislationretirement planningSECURE Act
What to watch for in a rising tax environment As tax laws continue to change, tax diversification remains a valuable strategy for clients saving for retirement. Client outcomes March 30, 2021 income planningretirement planningtaxes
Markets stall as investors focus on inflation and interest rates Equity markets have stalled as investors await progress on a stimulus deal and continued signs of an improving economy Capital Market Impact February 22, 2021 economic growthinvesting strategiesmarket commentary
No split government after all Democrats won both runoff elections in Georgia on Tuesday, giving the party control of the Senate. Daily Economic Commentary January 7, 2021 market commentary
Stimulus to Limit the Near-Term Downside The big story at year-end was the long-awaited passage into law of a second COVID relief bill. Daily Economic Commentary January 5, 2021 market commentary
SECURE Act 2.0: Supporting Worker Financial Wellness We’re advocating to better retirement outcomes Client outcomes December 10, 2020 income planninginvesting strategiesretirement planningSECURE Act
S&P 500 Index approaches record high as cyclical sectors begin to outperform Equity markets continue higher, with the S&P 500 showing gains in six of the past seven weeks Capital Market Impact August 17, 2020 economic growthinvesting strategiesmarket commentary
What You Need to Know About Taking Required Minimum Distributions (“RMDs”) in 2020 While many people might be tempted to avoid RMDs whenever they can, this isn’t always the best option. Client outcomes May 15, 2020 CARES Actretirement planningSECURE Acttaxes
What Financial Advisors Should Know About The SECURE Act The SECURE Act’s new reforms provide several planning opportunities for advisors. Economic Commentary January 10, 2020 income planninginvesting strategiesmarket commentaryretirement planning
