Bruce Schneier wrote an article in March of 2007 titled Why the Human Brain is a Poor Judge of Risk. Looking back, the timing is fine irony. Had more investors read his article, perhaps they would have lowered their overall risk in the markets prior to the Financial Crisis – which began in August of…
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There is a good chance you can think back to a time in your life when you felt like you were “sold something.” Perhaps you were a little confused – and still are – as to why you bought it. Perhaps you had buyer’s remorse. Or, just plain and simple, you bought something purely out…
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Like most answers we give…it depends. The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans. There were also some important tax planning notes. Some of these changes were much needed, some were unwanted, and some will require immediate attention. There also…
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