Updates

Should you be concerned about the “Coronavirus Crash”?  February 28, 2020 by Jonathan Harrison, CFP®

When the COVID-19 outbreak originally broke in December, the markets did not seem to be too concerned. As news of the virus spreads, worry has grown and stocks have declined. Since its all-time recor…

What do you mean I need to update my estate plan?  February 25, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …

Big Changes for Growing Families  February 17, 2020 by Matt Syverson, CFP®

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most …

This new law is the biggest change to retirement accounts in a decade  February 11, 2020 by Matt Syverson, CFP®

Just before the end of 2019, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most of t…

Hope for the 2020s: Why the next 10 years may be the best decade ever  January 29, 2020 by Jonathan Harrison, CFP®

If you’re feeling pessimistic about the future, you’re not alone. It’s not hard to find a reason to worry. Look at any news source, and within minutes you will notice: Political bickering an…