Portfolio cash accounts are typically kept for reinvesting opportunities or other events such as Required Minimum Distributions (RMDs). Investors and their advisors often want to move cash to securities for performance in an environment where interest rates are low or...
With a new president and administration, now is a great time to meet with your financial professional to discuss how our new president, Joe Biden, may affect your finances, taxes, and retirement. Given the balance of the U.S. federal deficit and the federal and state...
The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security benefits starting in January 2021. The increase of 1.3 percent will increase $20 per month for the average American worker and is calculated based on the...
2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially. With the start of a New Year, are you ready to focus on ways to...
It is human nature to seek advice when things aren’t going well or when an unforeseen event occurs. Some seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times. Reactive decisions made during...
