SECURE Act 2.0 – The Sequel

by Brian L. Mackin, CFP®
On December 29, 2022, as part of an omnibus spending package, the bill known as SECURE Act 2.0 was signed into law. The original SECURE Act, passed in December 2019, included numerous changes to the retirement planning landscape, including an increase in the age when Required Minimum Distributions (“RMDs”) begin, limiting “stretch IRAs” to just 10 years instead of over the life expectancy of the beneficiary, and eliminating the age cap for IRA contributions by those who work beyond RMD age.
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Special Release – Revisiting the Lows

Glenn Robinson, CFA
While fall has arrived, client conversations suggest that most are ready for 2022 to be over. Disappointment and uncertainty have been key themes recently, particularly with elevated inflation and geopolitical events dominating the headlines. While equity markets rallied heading into August, sentiment quickly reversed and the S&P 500 is now back to the lows seen in June.
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Special Release - Tax Relief and CARES Act

The only constant in life is change.” — Heraclitus U.S. businesses and households have faced challenges with creating new routines and altering daily operations after realizing the dire effects of COVID-19. Whether working from home, shopping online, or interacting with the new social distancing rules, life in America as we know it has changed. But the American resolve is strong and ingenuity is thriving. From online classrooms, fundraisers for the affected, client video conferences, virtual happy hours, birthday parades, and neighborhood teddy bear hunts, it seems nothing can keep Americans
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Special Release - Sky is (Not) Falling

By Kristan Anderson, CEBS®, CFP®
I was walking down the hall at work and one of my co-workers, who was watching the stock market drop, asked me if they should still contribute to their 401(k).
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Special Release - When Two Black Swans Meet

Glenn Robinson, CFA®, Chief Investment Officer
Over the past weekend, Saudi Arabia rocked global oil markets after the Organization of the Petroleum Exporting Countries (OPEC) and Russia could not agree on additional production cuts to combat low crude oil prices.
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Special Release - When Markets Sneeze

Glenn Robinson, CFA®, Chief Investment Officer
As of Tuesday’s close, equity markets endured a second day of selling pressure due to concerns over COVID-19, or the coronavirus. While it’s very difficult to assess the global economic impact from COVID-19 at this time, we do know that it is impacting the economy of China and surrounding countries.
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