Understanding the SECURE Act and How it Could Affect Your Retirement

Learn More About the Sweeping Legislation Designed to Fight America’s Retirement Savings Crisis

By Jay Pluimer, AIF® CIMA®
Monday, 20 January 2020

In May 2019, the U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act, commonly called the SECURE Act. Designed to help tackle our country’s growing retirement savings crisis, the far-reaching legislation spent months tied up in the Senate. On December 19, 2019, it passed the Senate with a 71 to 23 majority.

Let’s take a look at a few standout provisions of the legislation and discuss what they could mean for you.

Market Commentary: Fourth Quarter 2019

By Jay Pluimer, AIF® CIMA®

Wednesday, 15 January 2020

Investors of all varieties received a generous Holiday gift from the markets in 2019 as almost all markets generated positive returns. US Stocks led the pack once again as the S&P 500 Index earned 31.5%. It was an interesting year where Bonds also performed well, which isn’t always the case. Key drivers of performance in 2019 included support from the Federal Reserve which reversed course by cutting interest rates to support growth in the US along with moderate earnings growth and easing Trade War tensions. The Trade War between the US and China is on a path to resolution, calming a significant theme of uncertainty. International Stocks also performed well, up 21.5%, with optimism that a calmer foreign trade environment should be helpful for foreign companies plus what appears to be a Brexit resolution. Finally, the positive economic and investment landscape led to the first US decade without a recession as we turn the clock forward into the 2020s.

Market Commentary: Third Quarter 2019

By Jay Pluimer, AIF® CIMA®

Tuesday, 15 October 2019

A variety of economic and political themes led to mixed stock market returns in the third quarter while bonds fared well. The most significant global issue continues to be the Trade War between the US and China which is estimated to detract over $700 Billion from the global economy in 2019. A direct result of the Trade War, combined with a still-evolving Brexit, has led to significantly slower growth in Europe including a large volume of negative interest rate bonds (meaning the investor is actually paying extra for the opportunity to buy a bond instead of receiving interest payments).

A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 19 January 2016

A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

January is a good time to reflect on your financial goals and the investment plan you have designed to meet those goals.  The past few weeks have been rocky for the equity markets, to say the least, and we want to proactively share helpful market insights to balance some of the noise in the traditional media outlets. From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer, Jared Kizer, and Director of Investment Strategy, Kevin Grogan, share market insights on a range of topics and answer questions about our overall investment strategy in this webcast. 

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