Our Blog

September 2020

Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent damage…”.  In short, the market liked the news on that front throughout August as case counts began to once again moderate and news of vaccine developments and timelines generally became …

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August 2020 Market Recap

In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent damage…”.  In short, the market liked the news on that front throughout August as case counts began to once again moderate and news of vaccine developments and timelines generally …

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DOL Releases Interim Final Rule on Lifetime Income Disclosures

The U.S. Department of Labor (DOL) has released their Interim Final Rule in response to the SECURE Act’s requirement that administrators of defined contribution plans (such as 401(k) plans) provide participants with disclosures regarding estimated lifetime income payments. The SECURE Act amended the pension benefit statement rules under ERISA section 105 to include a lifetime …

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Back-to-College Insurance Needs

The COVID-19 crisis has created uncertainty about the college experience this fall, and insurance might not be at the top of your to-do list. But if you have a college student returning to campus, it’s important to consider these three types of coverage. Health Insurance Health-care policies vary among schools, so be sure you understand …

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Accumulating Funds for Short-Term Goals

Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals typically require a conservative investment approach. If your portfolio loses 20% of its value due to a temporary event, it would require a 25% gain just to regain that loss. This could take months or even years to achieve. …

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