You may question if your investments are on track.  How do you know? Mutual fund and hedge fund managers frequently compare their performance to a stock index such as the S&P 500, or perhaps to similar funds. When assessing the growth of your personal finances, we think there is a better way. … [Read more...]

New Spending Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but … [Read more...]