As you are likely aware, a new piece of legislation recently passed in Washington, D.C. which has the potential to impact your wealth management strategy. This legislation, called the SECURE Act 2.0, builds upon the terms of the original SECURE Act passed in 2019 and makes several noteworthy changes to the rules governing IRA catch-up… Read More

2022 was a volatile year for capital markets. As we turn the page to a new year, what should investors expect in 2023? And will the themes that drove the market in 2022 continue to be the key drivers in 2023?  In the webinar, Phil Daniels and Cliff Aque discussed the key market and financial… Read More

After three consecutive quarters of only mostly negative returns to report, the fourth quarter finally provided positive returns across most asset classes, but not without continued volatility. The downward volatility that marked the second half of the third quarter, continued into the fourth as the S&P 500 Index fell to its low for the year on October 13th. Read More

Investment – When you read this word, what comes to mind first? Do you think of your personal portfolio or an asset, the S&P 500, a specific holding, or maybe even your financial advisor? If so, you’d be aligned with the Oxford Dictionary, which defines it as ‘the action or process of investing money for profit or material result.’ Read More

We are all looking for security in some form or fashion, and it starts within moments of entering this world. I am expecting my first child in January and thus the mother/child connection is on my mind frequently. I have questions like, “How can I form a good motherly connection? Can babies be “too” attached? How do I know what baby wants without talking?” These are just some of the thoughts circling in my mind. Read More