Your Time, Your Money: 3 Ways the SECURE Act May Affect You

As you may know the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. This piece of retirement legislation could have an impact on decisions you may want to make regarding your Wealth Planning strategy. As a Wealth Advisor, we understand that sifting through legislative updates can […]

by Jason Priebe
Jan 16, 2020

Monthly Market Compass: 2020 Gains in 2019

What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession or market crisis might be on the horizon. Our confidence in investing fundamentals, […]

by Garrett Kunz
Jan 07, 2020