By Matthew Gaude & Shawn McGuire At the end of 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement
Why You Should Consider Sending Your RMDs Straight To A Charity
By Matthew Gaude & Shawn McGuire If you’re like many of our clients, you live generously. You know that the world goes far beyond just you and
Market Outlook
By Matthew Gaude & Shawn McGuire The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of
Stimulus Plan Recap
So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue
What You Need To Know About Alzheimer’s And Financial Planning
By Shawn McGuire & Matthew Gaude Financial planning after an Alzheimer’s diagnosis is critical to ensure proper care for the future. Patients
Why Are Bond Yields Spiking And Causing A Decline in Stocks?
Bonds are now top of news in the financial media. We’re all reading CNBC and Fox Business articles that stocks are plunging because the 10-year