by dkelley | Jan 28, 2020 | blog
Secure Act Passes Into Law Now What? This tax act has many implications we will highlight a few from a high level. We recommend 2020 as a time to review the personal and business plans you currently have in place. The first, and in my opinion, biggest impact is the...
by dkelley | Jan 8, 2020 | blog
Global Asset Allocation Views – Q1 2020 The S&P 500 closed 2019 at a record high and trending in the opposite direction from 2018’s December low. Below I provide the returns of the S&P 500 over the past three years and the largest intra-year declines for...
by dkelley | Dec 18, 2019 | blog
Don’t rock the boat! Just as a boat sails through the open seas when all four corners of the boat are balanced equally in the water, your overall health allows you to sail through the journey of life when all four pillars are properly balanced. 4 pillars of health:...
by dkelley | Nov 26, 2019 | blog
401k Plans 8, 18, 107, 56, 51 “From 8 lawsuits filed against employers in 2006, the numbers surged to 18 in 2007 and 107 in 2008, before declining for the next five years, according to the Boston College report authored by George Mellman and Geoffrey Sanzenbacher…...
by dkelley | Oct 31, 2019 | blog
The Future of Fiduciary Standards Fiduciary standards are alive and well, although they are in a state of transition and confusion. Do we look to the DOL (Department of Labor), SEC (Securities and Exchange Commission), or Individual State Regulators. Let’s first take...
by dkelley | Oct 8, 2019 | blog
Global Asset Allocation Views – Q4 2019 Markets – The S&P 500 eked out a 1.19% gain for the quarter. Europe, Emerging Markets, and Small Caps ended the quarter lower, unable to continue the momentum from the first half of the year. Defensive sectors continue to...
