Insights

Changes to Retirement Benefits: Highlights from the SECURE Act

2020-01-28T17:40:23+00:00

Although discussed throughout 2019, Congress finally passed, and the President signed into law, a bill focused on improving retirement for Americans. This bill, called the SECURE Act (Setting Every Community Up for Retirement Enhancement), provides significant bi-partisan retirement policy reforms for individuals and for businesses offering retirement plans. While the law itself is more [...]

Changes to Retirement Benefits: Highlights from the SECURE Act2020-01-28T17:40:23+00:00

Action in the Stock Market; Should you take action too?

2019-08-16T13:44:27+00:00

There has been a lot of action in the market lately. Should you take action too? If you have been paying attention to the financial news the past two weeks, it is no secret that the stock market has been very volatile. After hitting an all-time high at the end of July, [...]

Action in the Stock Market; Should you take action too?2019-08-16T13:44:27+00:00

Continued Support for Evidence-Based Investing

2020-01-27T17:28:45+00:00

We talk quite a bit about our investment philosophy and process being evidence-based. What that means is that we partner with firms who study long-term historical market data and investor performance and who help us understand and implement practical academic and industry research that we believe will directly benefit our clients. That evidence causes [...]

Continued Support for Evidence-Based Investing2020-01-27T17:28:45+00:00