 The SECURE Act: A New Hope for Retirement SavingsThe goal of the SECURE Act is to help American’s save more
for retirement, which is also my goal for my clients. If you have questions on
retirement savings plans, other investments outside of your employer’s plan or
education savings plans, feel free to reach out to our office to schedule a
meeting anytime. What is underway as one of the most significant changes to
retirement savings plans in years, the SECURE Act (Setting Every Community Up
for Retirement Enhancement Act of 2019) was passed in May 2019 by the U.S.
House of Representatives. The Act is awaiting
approval by the U.S. Senate later this month (August 2019). If passed, the
SECURE Act will: Read More >>
 The Legitimate Value of Financial AdviceAccording to a research report published in April 2019,
advisors that provide relationship management and asset management as part of
their practice produce better results for their client’s portfolios than those
advisors who leave relationship management out. The financial advice industry has changed for advisors with
a fiduciary financial planning emphasis in their practice. These advisors have chosen process over
product for the benefit of their clients. Additionally, new regulations,
technology-enabled efficiencies, and fee compressions will continue to
influence the advice industry and ultimately lead to higher client satisfaction
and asset growth through relationship management. No longer is relationship management
considered merely customer service; it has evolved into a crucial element of
each client’s experience. Read More >>
 Are You Losing Sleep Over Money?Why
are more people feeling financial stress despite the strong economy we’ve
experienced since the recession? Many Americans are losing sleep over money, according to a January
2019 survey by Bankrate. The media may report a ‘strong U.S. economy,’ but many people experience stress
outside of what’s happening in the broader economy. The survey indicates that a
large number of Americans live paycheck to paycheck and continue to struggle
financially year after year. The top five money stresses keeping survey
respondents awake: Read More >>
 Round Two of a Recession Amid Trade Wars?As the economy shows signs of modest improvement,
indications of downward shifting in U.S. production from the residual effects
of the trade war are starting to surface. As the economy shows signs of modest improvement, indications
of downward shifting in U.S. production from the residual effects of the trade
war are starting to surface, according to the May 2019 Federal Reserve’s Beige Book Report.
The Beige Book Report compiles from information gathered by the twelve Federal
Reserve Districts through direct interviews with businesses in differing business
sectors. The report is published eight times per year. Read More >>
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