Inflection Points

In a surprise move this month, Congress passed the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act).  This legislation was attached to an appropriations bill that helped avert another government shutdown.  This bill, which goes into effect January 1, 2020, has several... Read More →

In our latest edition of Inflection Points, we focus on year end tax planning strategies and provide a reminder about Medicare Open Enrollment. Tax Planning Strategies With three months remaining in our first year under the new Tax Cuts and Jobs Act, here are... Read More →

As we close out the 1st quarter and reflect back on the last 8 months, the re-emergence of market volatility has been noticeable. This is an important time for investors to re-acquaint with the prospect of temporary drawdowns while owning risk assets. Depending on... Read More →

You may have heard us refer to a concept called the Wealth Management Continuum which focuses on key financial planning issues along an investor’s lifecycle. Using the same imagery, I want to touch on some of the key considerations for retirees as it relates... Read More →