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:

Money In Motion March 2020

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

Money In Motion December 2019

The Secure Act
Long-established retirement account rules change
2019 IRA Deadlines Are Approaching
Here is what you need to know

Money In Motion September 2019

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?

Money In Motion June 2019

Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since

Money In Motion March 2019

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?

Money In Motion December 2018

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

Money In Motion September 2018

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

Money In Motion June 2018

Keep Your Life Insurance When You Retire
Do you need a life insurance policy in retirement?
Tax Changes Around the Home
How the Tax Cuts & Jobs Act impacted three popular deductions

Money In Motion March 2018

Think Total Return
Never touch your principal in retirement? Think again
How Retirement Spending Changes With Time
Once away from work, your cost of living may rise before it falls

Money In Motion December 2017

Can We Afford to Live to 100?
Our increased longevity poses a retirement planning challenge
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals and values

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