Category: All Articles

4th Quarter Market Commentary

2 Minute Read The market continued its rally through the fourth quarter of 2019, helping to finish off one of the best years since 2013.  Here are the 4th Quarter and Full Year 2019 returns of several notable assets:

Retirement Planning Changes Coming in 2020

3 Minute Read The SECURE Act was officially passed in congress last week, putting into law the most significant changes in retirement planning in years.  I will be discussing any applicable planning items with each client at their next review meeting.

GE freezes pension and offers buyouts

2 Minute Read The conglomerate GE took steps earlier this month to shore up their retirement program by freezing the pensions of 20,000 existing employees and offering buyouts to 100,000 former employees who have yet to start collecting their benefit.

Fed steps into overnight lending markets

3 Minute Read Earlier this week, the US federal reserve stepped in to provide billions of dollars in liquidity to overnight lending markets, the first time since the financial crisis of 2008.

US-China Trade War Facts

2 Minute Read The US-China trade war has been dominating the headlines over the past several months, with many claiming this is will lead to our next economic downturn. For context, here are some other significant economic events where similar claims were made: