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If you have an up-to-date will or trust but outdated beneficiary designations, your estate plan could be in jeopardy. 



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Market Outlook 2021


I doubt anyone is sad to say farewell to 2020, but as I spent some time during the holidays reflecting on the impact 2020 had on me, I realized I was able to find some silver linings.

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