Blog posts by category
Q1 2023 Advisor Insights
Fri, 01/27/2023 - 10:46 Wealth management
Written by Keith Blakely, CFA SECURE Act 2.0 The passing of the SECURE Act (Setting Every Community Up for Retirement Enhancement) in December 2019 marked a significant change to retirement planning. The most notable change in the 2019 SECURE Act was the elimination of the “Stretch IRA”, which requires most non-spouse beneficiaries to …
Fixed Income: Q4 2022
Thu, 01/26/2023 - 15:35 Wealth management
Written by Brian S. Stivers It was an unprecedented year for bond markets as the Federal Reserve raised interest rates +4.25% during 2022-underscored by four consecutive +0.75% hikes between June and November. That response and the very high level of inflation rates were both not seen since the early 1980’s. Entering 2022, the Fed and market …