Moving from Cash to Investing
When is the best time to plant a tree? In Montgomery’s last blog The Cost of Sitting in Cash, he pointed out the clear evidence that, for long-term investors, the best time to invest is now, and there can be a real cost to sitting in cash. As some clients have asked...The CARES Act: IRA’s and Employer-Sponsored Plans
The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act included some significant items that not only impact small businesses but also have some changes for IRA’s and employer-sponsored retirement plans. You will need to bring these up to your...
Lagniappe December 2019
Just a little bit extra as we approach the end of 2019 Trusted Contacts Our industry has always placed an emphasis on protecting the interests of clients who are the target of fraudsters, especially the elderly who are more prone to such attacks. To help in this...