Articles
Portfolio Review – Q4 2021
The fourth quarter of 2021 was a microcosm of 2021 as a whole. Many of the trends that we saw throughout the…
SECURE Act 2.0 Summary – Changes to Retirement Planning
Nancy Pelosi famously said we needed to pass Obamacare legislation so we could find out what is in the bill. The SECURE…
Portfolio Review – Q3 2021
Stock market returns were effectively flat for the third quarter. July and August experienced fairly strong returns, but losses in September weighed…