In late 2019, the first substantial legislation related to retirement savings since 2006 became law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act brings...
Winter 2020 Reflections Will Williams A Year to Remember — What's Next? Brian Christensen, CFA The SECURE Act - New Retirement Changes Hank Lebioda Golf Challenge Continue Reading...
Continue Reading...
Fall 2019 Are Negative Interest Rates Positive? Will Williams Impeachments and Elections and Stock Markets, Oh My! Brian Christensen, CFA Associate Spotlight Hank Lebioda Golf...
Continue Reading...
Summer 2019 Optimistic Yet Realistic Will Williams The Tit-for-Tat Negotiations of U.S. Trade and Tariffs Brian Christensen, CFA DVI Goes Over the Edge Continue Reading...
Continue Reading...
Continue Reading...
Continue Reading...
Spring 2019 A Goldilocks Economy Will Williams Recession Rumblings Brian Christensen, CFA Beware of Phishing Jeremy Hanshaw Continue Reading...
Continue Reading...
Winter 2019 The Best Offense is a Good Defense Will Williams A December to Remember Brian Christensen, CFA Associate Spotlight Continue Reading...