After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022. It is the most impactful retirement legislation in the past 15 years, and […]
As we approach the season of giving, relationship manager Chris Lambert shared with WBIR-TV how IRA holders over the age of 70 ½ may be eligible to use Qualified Charitable […]
In a world that increasingly is becoming digital, it is important to reflect on and plan for the future of your digital assets. Client specialist Catherine Carter shared with WBIR-TV […]
A combination of economic factors seems to be setting up a recession. Chief Investment Officer Miranda Carr helped clarify on WBIR-TV what a recession is, what we might expect and […]
Earlier this month, the Federal Reserve raised its benchmark interest rate in an effort to curb inflation. Chief Investment Officer Miranda Carr shared on WBIR-TV how this rate increase could […]
The financial markets are in an unusual situation: Stocks and bonds, which typically move in opposite directions, are both down this year, making some investors anxious. Chief Investment Officer Miranda […]
Relationship manager Chris Lambert shared on WBIR-TV how homeowners and potential homebuyers can adjust financial plans to accommodate interest rate changes.
Client specialist Catherine Carter shared on WBIR-TV some strategies for successfully navigating these uncertain times of rising inflation and headlines of strife from around the world.
Relationship manager Chris Lambert shared on WBIR-TV the documents you need to file based on your situation and the new tax code along with insight into how you can simplify […]
A new year is an opportunity to refocus on your financial future, particularly in this period of heightened inflation. Client specialist Catherine Carter shared on WBIR-TV what you need to […]