Forty "W"ritings

Surrounded by the otherworldly landscapes created through fire and ice, I was reminded of the value of stepping outside of the familiar life we live day to day.

Rising rates have investors jumping around as bond yields compete with stocks for investor money.

January-at-a-Glance... Amid inflation, investor sentiment starting to believe in no-economic-recession scenario

People often see their financial plans as fixed in stone, when in reality, every good financial plan must be dynamic to allow for course adjustments as your personal goals change and as things around us change.

By now you have heard of SECURE 2.0 - it's the new law with a whopping 92 provisions, many of which will have an impact on your company 401k plan. We break down what you need to know as plan administrators here.

Sweeping changes for retirement plans were signed into law on December 29, 2022 as part of the Consolidated Appropriations Act. We break down the most important provisions based on whether you are retired or currently working.