Dear Friends and Clients, Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 3.60% Guaranteed for...
The term Fiduciary has become more popular in recent years due to the latest changes in regulation. Dodd-Frank Act, SEC’s Regulation Best Interest, and DOL’s Fiduciary Rule are all examples of recent legislation attempts at defining the roles and responsibilities of...
One of the hottest financial topics lately has been the Federal Reserve and their upcoming tightening policy schedule. In order to really understand the impact of interest rate hikes, it is important to review the basis of fiscal and monetary policy. Both types of...
Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 3.15% Guaranteed for five years Tax deferral...
Retirement income planning oftentimes includes a focus on limiting taxable consequences. A Traditional IRA or 401(k) provides pre-tax retirement savings, which trigger income taxes whenever a withdrawal is made. A Roth IRA provides after-tax savings that grow tax-free...
If you have been to the gas station lately then you most likely noticed the higher-than-normal cost to fill up your tank. Have you noticed other price increases in your grocery or utility bills? The COVID-19 pandemic required the federal government to provide massive...
