Blog posts by tag

by John M. Fidler Just in time for March Madness, financial markets have been roiled by headlines and fears over the banking system. I’m sure you have all read of the failure of Silicon Valley Bank Shares (SIVB), as well as two much smaller banks, Signature Bank and Silvergate Capital, which were heavily focused on cryptocurrency. Over the …

The first couple of months of the year can bring brisk winds, cozy evenings in, and the last-minute thought to grab a warmer coat just in case. As soon as we think we've truly settled into our hibernation- suddenly, almost magically, spring surprises us with a beam of sunshine, a splash of color, and a new buzz of energy in the …

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 …

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 …