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Insights & Perspectives

What’s in the SECURE 2.0 Act? Thumbnail

What’s in the SECURE 2.0 Act?

The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. Across shifting socioeconomic climates, a hard truth remains: Employers and the government play a role in helping you save for and spend in retirement, but much of the preparation ultimately falls on you.

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Five Financial Best Practices for Year-End 2022 Thumbnail

Five Financial Best Practices for Year-End 2022

To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in our investment portfolios? Markets often deliver their best returns just when we’re most discouraged. So, who knows! While we wait to find out, here are five action items worth tending to before 2022 is a wrap.

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Our Marvelous Markets Thumbnail

Our Marvelous Markets

Our faith in these marvelous markets can be tested when bear markets rage like they have in 2022. It’s natural for our loss aversion tendencies (Investor Behavior Biases) to appear, tempting us to alleviate the uncomfortable feeling.

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How Do We Choose the Funds We Use? Part 2 Thumbnail

How Do We Choose the Funds We Use? Part 2

Who are you, and what is your money about? Having described our best practices for identifying quality investments built to last through volatile markets, we arrive at Step Four, which is about identifying solutions that aren’t just ideal in general, but are also expected to be ideal for you.

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How Do We Choose the Funds We Use? Part 1 Thumbnail

How Do We Choose the Funds We Use? Part 1

If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, we’ll revisit our investment selection process over this three-part series. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your greater goals.

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