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 Wealth Wednesday

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Secure Act 2.0—Rothification

During the last two weeks of 2022, the US Legislature passed what is known as SECURE Act 2.0. It has many provisions and complexities. But one of the biggest is the expanded use of Roth type savings provisions. We call it Rothification. From SIMPLE IRA plans, to catch up contributions, to electing Roth treatment of employer contributions, there are more opportunities than ever to take advantage of this provision. Let's dig in to the new Rothification provisions.

Insights Tax Planning Retirement Planning Investing
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Measuring Your Ability to Handle Investment Risk

Investing can challenge anyone. When you see your account values decrease, it creates a level of discomfort. But how do you know your breaking point? Financial Advisors have been using Risk Tolerance Questionnaires for decades, as do we. They range from extremely simple to more elaborate, and all have some basic limitations. Today we discuss measuring your ability to handle investment risk.

Insights Retirement Planning Investing Stock Market Bear Market
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The Basics of ESG Investing

ESG Investing is becoming a more popular topic. The "E" stands for environment, "S" represents social, and "G" stands for government. It is a newer trend in the investment world and we are hearing more questions from clients. We'll explain what it means, how you can use this investing criteria, and some potential issues you might encounter.

Insights Investing Stock Market
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The Silver Lining of Higher Interest Rates

Over the past year, we have seen significant decreases in both the stock and bond market. One of the big culprits is inflation. A significant spike in the prices of the things we buy every day prompted a big increase in interest rates. The rising rates have created poor returns for bonds. While we can't "undo" the damage, there is a reason to be optimistic. Today we discuss the silver lining of higher interest rates.

Insights Investment Retirement Planning Investing Interest Rates