By now, you’ve probably heard of the SECURE Act. It passed as law late in 2019 and became effective January 1, 2020. While there’s been a lot written about the SECURE Act, we’re simplifying it down into 9 key elements. Plus, we’ll offer some planning considerations from a strategic perspective. Watch the video below for a complete breakdown.
July Market & Economic Update – Watching and Waiting
July didn’t bring any major surprises—but the data continues to show signs of strain across several...