Category: Investment Management

Should we worry about inflation?

Inflation has been making headlines the past couple of months. The discussion is centered around whether we should prepare for lingering higher prices or whether it is merely transitory. Inflation has been rather tame for about 40 years, since it peaked in 1980 at an annualized rate of 13.55%. For the past 30 years, it […]

The CARES Act and Suspended Required Minimum Distributions

The newly enacted CARES Act has suspended Required Minimum Distributions (RMDs) from retirement accounts for 2020, including inherited retirement accounts. This measure will provide some financial relief to those who do not need to take withdrawals from retirement accounts while the account values are low. RMDs are calculated using the account holder’s life expectancy and […]

Five Keys To Investing For Retirement

Five Keys to Investing for retirement Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. DON’T LOSE GROUND TO INFLATION It’s […]