Recent News and Articles
SECURE Act 2.0 – What Do I Need to Know?
On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.
Seeing the Forest through the Trees
We have an immense amount of information to filter through these days. Even if we carved out the political news and Facebook posts and focused solely on the financial information, that data set comes in at a fast and furious pace. So individual investors have to sort through the huge mess of data to try to make sense of it all. What should I do if the S&P 500 just crossed over its 50-day moving average? What are the implications of the dollar weakening? Are valuations stretched or not? There is so much to digest, it can [...]
Kevin’s Corner: P/E-ering Into the Future
Stocks have been hitting record highs on a regular basis over the past couple of years and that has pushed valuation measures to high levels as well. We have seen terms like “fully valued”, “richly valued” and the dreaded “overvalued” used to describe the markets since at least 2013 when the S&P 500 surged 32%, yet the markets have risen each year since then, so let’s look at current valuations and what they can tell us. There are many different ways to measure stock valuations but we will focus here on the price/earnings (P/E) ratio, one of [...]
How Assets Impact College Aid Eligibility on FAFSA and CSS Profile
We’ve all read headlines that highlight the soaring costs of attending college. Naturally, our clients are concerned about helping their children and grandchildren to cover this cost, and the rising costs only increase this concern. Planning ahead by using a 529 plan to save for college can be a great option, but navigating the financial aid landscape can be equally important. We came across the article below and wanted to share an excerpt because it is a very helpful guide. Source: How Assets Hurt College Aid Eligibility on FAFSA and CSS Profile, Forbes 2/14/14 Two College Aid Forms: The [...]
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