It probably goes without saying that 2020 was one of the most volatile years for stocks that we’ve ever seen. We saw a decade-long bull market come to an end, followed by the shortest bear market in S&P 500 history, and then a rebound that sent the index back to all-time highs in early 2021. … View Article
Required Minimum Distributions (RMDs) can be a tricky thing to navigate. This has always been true, but even more so for last year (2020), when some of the rules either changed or were temporarily put on hold. Not understanding these rules, or having the wrong information, can be costly. But did you know that you… View Article
If nothing else, 2020 was a year of change. Most of it temporary, some of it permanent. This was true in all phases of life, including finance. We saw, among other things, stimulus checks (two rounds), extra unemployment benefits, and people who were forced to relocate and change their lives completely around. Each of these… View Article