Blog
The main purpose of this blog is to help demystify and expand upon financial concepts that may be confusing for some people. There is such a variety of potential topics, so please feel free to e-mail us with your financial concerns!
Opportunities in Fixed Income and Private Credit
, 2023
After the global financial crisis, the Fed’s zero-interest-rate-policy helped keep bond yields low for the better part of the next 13 years. However, with the rise in interest rates over the past eighteen months, fixed income securities now provide much more attractive yields.
SECURE Act 2.0
, 2023
On December 23, 2022, Congress passed the SECURE 2.0 Act of 2022 which revised the rules regarding retirement saving. There are many facets to the legislation that change a variety of retirement funding processes.