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Election Week Update

By Investments

Although the race has not been called, it certainly looks like Vice-President Biden will be called the winner by this evening or tomorrow morning.  These results will not be official and legal wrangling may continue over the next week.  The election result will not change.  The Senate is highly likely to stay in Republican hands.  The most probable outcome is…

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Does the Election Really Matter to Markets?

By Investments

“What’s natural is the microbe. All the rest — health, integrity, purity (if you like) — is a product of the human will, of a vigilance that must never falter. The good man, the man who infects hardly anyone, is the man who has the fewest lapses of attention.”  Albert Camus, The Plague   As we head into next week, many are concerned about how…

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State of the States

By Thought Pieces

Some interesting insight in this recent article from Barron’s regarding the uncertainty that cities and states are facing due to the COVID-19 pandemic. The pandemic has introduced new risk into municipal bonds and the revenue shortfalls for most states are projected to be strikingly large. Eaton Vance ranked each state’s creditworthiness based on their fiscal year ending June 2019… wondering…

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The Death of the Stretch IRA

By Legacy

In our work with families that span generations, we plan for IRAs to be passed down to children or grandchildren so that they can continue to harness the power of tax deferral for up to another 50 years. Think of how powerful that is. Being able to stretch IRA distributions over a beneficiary’s entire lifetime led to essentially an additional…

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Important Portfolio Update

By Investments

We are updating you on changes we are making to your investment portfolio.  You have been and will continue to receive notices of any trading via email or direct mail if you have not signed up for electronic delivery.  All records are available online for 10 years so there is no need to retain paper notices.  We recommend electronic delivery…

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Markets vs Economy — Illusion vs Reality

By Investments

As we head into the end of the week, the S&P 500 is close to holding a key support level around 2950 in the face of record GDP decline and unemployment.  The global economic toll does not lend itself to a story about an only one-month bear market followed by immediate, rapid recovery as we proceed towards large scale re-openings. …

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Required Minimum Distribution (RMD) Changes Under The CARES Act

By Retirement
The CARES Act has suspended Required Minimum Distributions (RMDs) for several retirement plans, but not all. We’ve separated out what retirement plans had RMDs suspended for 2020 and which were not impacted by The CARES Act. Suspended: IRA RMDs (Including SEP and SIMPLE IRAs) Defined Contribution Plan RMDs (401(k) and 403(b)) Federal Thrift Savings Plan RMDs Governmental 457(b) Plan RMDs...
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Welcome

By Uncategorized

Over the past few months we have made large renovations to our office and website. As a part of our website renovation, we are introducing this Insights page where we will be regularly posting content.

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