Video Comments

The CARES Act that was recently passed by Congress and the White House to help individuals and businesses through the economic storm created by COVID-19 contained a specific item that will impact a number of my clients: a waiver of Required Minimum Distributions (RMDs) for 2020. I discuss that provision in greater detail in this video:

Market Outlook 2020


Morningstar Investment Conference - key takeaways and highlights

Video #1 - Introduction

Video #2 - US Economic Outlook

Video #3 - The Importance of Patience

Video #4 - The changing landscape of retirement