Planning Priorities: SECURE Act Strategies for Account Owners

Managing Associate K.C. Smith, CFP®, CEPA, evaluates some strategies IRA account owners can use to ensure they maximize the value of their retirement accounts that will eventually be inherited by their non-spouse heirs. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…

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…