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5 New Retirement Tax Laws For The New Year Thumbnail

5 New Retirement Tax Laws For The New Year

As if retirement wasn’t already complex enough, congress went ahead and added/changed a bunch of rules as part of their latest spending bill, dubbed “Secure 2.0” following the original “Secure Act” of 2019. The new/updated rules in this bill don’t have quite the impact of some of the items in the first bill, but what it lacks in significance, it makes up for in volume.

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Some Perspective On Year To Date Portfolio Declines Thumbnail

Some Perspective On Year To Date Portfolio Declines

All good things must come to an end, and the nearly uninterrupted upward march of US stocks from the lows of the COVID crisis appears to have done just that. How long this interruption lasts, we’ll have to wait and see, but in the meantime, I wanted to share some perspective on just what has occurred so far this year.

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