How the Sequence of Returns Can Impact You
At some point, usually in retirement, your investment portfolio may serve as an income source. When that time comes, it is important to consider a subtle risk that can have an impact on your wealth.
Going Viral
You’ve heard a lot about the coronavirus lately. This latest outbreak and an unexpected flare up in the Middle East gave markets a jolt to start 2020.
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SECURE [Your Portfolio]
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. Its purpose is to encourage retirement savings, address certain issues concerning education, and provide tax relief for children with unearned income among other matters.
The Decade Challenge
It was hard to lose money in 2019. Nearly all major asset classes posted strong performance.
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