Good news! You can look forward to somewhat smaller required minimum distributions (RMDs) from your IRA and company retirement savings plan beginning in 2022.

Studying the US Treasury's Yield Curve can provide some insights into what's going on in the stock market and the economy. Interest rates are important to note but so is the shape of the yield curve.

“Sometimes you will never know the value of a moment until it becomes a memory.” – Dr. Seuss

Our theme this week is 2020 is in hindsight. Jason has four numbers to discuss: 2, 11, 34, and 74. You can keep both eyes open for this last 20/20 update. Happy New Year!

Market breadth has been on the rise, a potential sign of a more balanced stock market

During the first 8 or 9 months of the year, market breadth was low; relatively few stocks drove the results of the overall US market but more recently, breadth has been rising.

U.S. Stock market prices are near all-time highs. Can this trend continue? Here’s something to consider that may support this trend: U.S. personal saving rate.

While COVID-19 did not create the e-commerce trend, it has accelerated the trend already in place for years.

“Prepare relentlessly”— For many people, Thanksgiving 2020 will undoubtedly be different, as has much of 2020. As it relates to wealth management, change is often the only constant.