How does The SECURE Act 2.0 impact me? The SECURE Act 2.0 is the latest legislation governing qualified plan rules, including Required Minimum Distributions. One important highlight is the new Required Minimum Distribution starting age 73, effective this year, for persons born between 1951 and 1959. For persons born in 1960 or later, the RMD begins […]
SECURE Act 2.0 Overview Read More »
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter’s
4Q22 DFA Quarterly Market Review Read More »
DFA will host their 2022 Year in Review webcast on January 10 at 2:00 pm ET – and you’re invited! This is exciting, as I believe this is the first time they are extending the invitation to our clients. Rather than hear the DFA messaging from me, you have the opportunity to get it firsthand.
2022 Year in Review DFA Webcast Invitation Read More »
DFA will host their 2022 Year in Review webcast on January 10 at 2:00 pm ET – and you’re invited! This is exciting, as I believe this is the first time they are extending the invitation to our clients. Rather than hear the DFA messaging from me, you have the opportunity to get it firsthand.
2022 Year in Review: DFA Webcast Read More »
Integrated Insurance Consulting (IIC) is one of our resource partners in the insurance space. IIC is hosting an educational long-term care webinar for clients on October 25th at 6pm CT and October 27th at 10am CT. We are extending the invitation to you as a courtesy, for your educational benefit and not for the promotion
Long-Term Care Educational Event Read More »
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter’s
2022 Q3 Quarterly Market Review Read More »
Integrated Insurance Consulting (IIC) is one of our resource partners in the insurance space. IIC is hosting an educational long-term care webinar for clients on October 25th at 6pm CT and October 27th at 10am CT. We are extending the invitation to you as a courtesy, for your educational benefit and not for the promotion
Long-Term Care Educational Event Read More »
A popular topic of discussion during client meetings is how the stock market is impacted by politics and US elections. DFA has provided advisors with historical data and research on this topic for many years, and this year is no different. DFA’s Jake DeKinder, Head of Client Communications & VP, and Mark Gochnour, Head of
US Elections and Markets: A Look at History Read More »
The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios
2022 Q2 Quarterly Market Review Read More »
What are my thoughts on the current environment? A common question I am being asked right now is to share what I’m reading, hearing, and my thoughts about this current environment. My response has been sharing a quote that I read in the recent Nick Murray advisor newsletter. Nick states: “If it takes a recession
What are my thoughts on the current environment? Read More »
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