On a quarterly basis, we publish our “Money In Motion” newsletter with articles of interest to investors. If you would like to receive updates from us, please complete the “Get Our Updates” form here. Below are our most recent Money In Motion editions:
Earnings Season Gets Underway
Every few months, you may hear the phrase “earnings season” as you listen to financial news
Outlook 2021: Bond Prices
The 10-year Treasury yield has climbed higher since the New Year, which means that some bond prices are dropping
Navigating Your Required Minimum Distribution
As much as you would like to, you can’t keep your money in your retirement account forever
When the Fed Talks Inflation, Bond Investors Listen
What the Fed’s new policy may mean for you
Ouch: September’s Market Correction Hurt
In theory, investors understand that stock market corrections are part of the investing process
What Are Stock Splits?
Here’s what you need to know
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge
What Makes 2020 A Unique Year For Retirement
Answer: Big changes to retirement account rules
Should You Care What the Financial Markets Do Each Day?
Focusing on your strategy during turbulent times
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s and IRA’s
The Secure Act
Long-established retirement account rules change
2019 IRA Deadlines Are Approaching
Here is what you need to know
Avoiding Large Losses in Your Portfolio
Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
Understanding the Alternate Valuation Date
Is it appropriate for your estate?
Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since
Long-Term Investing Truths
You learn lessons as you invest in pursuit of long-run goals
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings?
Stocks & Presidential Elections
What does history tell us – and should we value it?
An Executor Checklist
The steps you may need to take to fulfill a major responsibility
Retirement Questions That Have Nothing To Do With Money
Retirement planning is not entirely financial
Getting Your Personal Finances In Shape For 2019
Fall is a good time to assess where you stand and where you could be