IM Fees Reduced Again! And More!

“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital.

A Quick Warning!

There is wonderful news this morning that an effective COVID-19 vaccine may be available early…

Quick Note Regarding RMDs

RMDs waived for traditional IRA owners.

A Couple of Things.

“It was the best of times, it was the worst of times, it was the…

About IRA Required Minimum Distributions.

The SECURE Act and IRA required minimum distributions. Last December (2019) the SECURE Act was…

Important News For Our Investment Clients!

Investment management fees have been reduced! Our strategy has always been to offer better than…

What now?

First, please know that even though I have posted more frequently of late it is…

A Very Quick Note.

For most investors the first quarter of 2020 was a challenge, to say the least.…

Navigating The Great Cessation.

“Ladies and gentlemen, this is your captain speaking. We have a small problem. All four…