by Michael T. Johnson | Jan 20, 2023 | Insight, Team, The Market
As you are all aware, last year was a challenging time to be an investor. Bonds had their worst year in recorded history with a -13% return. More speculative assets such as high-growth stocks, crypto assets — and almost any asset that spiked dramatically during the...
by Danny Clare | Jan 10, 2023 | Insight, News, Retirement, Tax Legislation
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in the SECURE Act from December 2019. Many of the changes in...
