Posts Tagged ‘Secure Act’

Large-cap US stocks were up more than 13.5% for the most recent decade, 2010 – 2019.  This is above historical averages – so should we be concerned the market has…

Excerpt from David Hulstrom, CFP®, CFA®, author:   Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients.…