Spring 2020 Newsletter

You, Your Retirement, and the SECURE Act  You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for […]

March 3, 2020

Winter 2019 Newsletter

A Tale of Two Decades: Lessons for Long‑Term Investors Looking at the US stock market since the turn of the century, you could be forgiven for thinking of Charles Dickens’ famous words. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market […]

January 1, 2020