Market Minute – September 2020
For September, our Research analysts are paying attention to the valuations of companies, the standoff between the Democrats and Republicans over additional stimulus, and consumers’ attitudes. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this […]
Don’t Lose Sight of Your Sell Strategy
The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.
Planning Priorities: Secure Act Strategies for Beneficiaries
K.C. Smith, CFP®, CEPA, explores the impact of the SECURE ACT, and give you some strategies for minimizing the consequences of this Act on your retirement savings. In this video he discusses at how the SECURE Act affects non-spouse beneficiaries of retirement accounts. This article is for demonstrative and academic purposes and is meant to […]