The Most Important Chart in the World
With the recent equity weakness, it is important to remember that pullbacks are normal, even in the strongest bull markets. The S&P 500 Index recently pulled back 5.2%, the first 5% pullback in nearly [...]
SECURE Act 2.0 and Your Retirement
In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years [...]
7 Ways to Stay on Track and Meet Your Retirement Goals
By Charles Sherry, M.Sc. Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be [...]
Saving for College – 529 Plans
We all want what is best for our children. At an early age, we teach them to eat the right foods, we place them in the best preschools, we encourage them in grade school [...]
Will SECURE Act Be the End of Stretch IRAs?
A recent article by attorney James Lange summarizes our thoughts regarding the likely passing of the SECURE Act, which currently sits in the Senate. We would like to share this information with you: On May [...]
10 Tips for Teaching Kids About Money
Kids learn the basics in school – reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, [...]
Records Are Made To Be Broken
I hope you and your loved ones all had a safe and enjoyable 4th of July this week. We've all heard it said: "Records are made to be broken." We celebrate record-breaking winning streaks [...]
5 Money Mistakes – And How To Avoid Them
Have you ever heard someone say that experience is the best teacher? Here's another one-there are no mistakes, just lessons. Well, I would like to take a slightly different tack. Experience isn't the best [...]
America, The Beautiful
It's common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway's chairman and CEO, Warren Buffett, doesn't buck the trend. His annual [...]
Defining A Recession
Henry Wadsworth Longfellow's poem "The Midnight Ride of Paul Revere" retells the story of a patriot who shouts a harrowing warning to his fellow colonists, "A recession is coming! A recession is coming!" Well, [...]
