You might be aware that if the due date for a tax return occurs on a weekend or holiday, that due date is moved to the next business day. This has happened a couple of times in recent years with the dreaded April 15 due date for personal tax returns ...
August
22
2018
August
08
2018
What You Need to Know About the 2- and 10-year Spread
Posted by Jimmy Pickert, CFA®, CFP®, CRPS®
in Investments, Wealth Management, Market Performance
with No Comments
If you are a regular consumer of financial media, or if you get your pulse on the market from our monthly Investor Insights newsletter, you have probably seen mention of an indicator called the 2- and 10-year spread. The spread has been a recurring t...
August
01
2018
See our recap of July's key statistics and market commentary below.
July
18
2018
In qualified retirement plans, vesting refers to what portion of your benefit you get to take with you when you receive a payout from the plan. It’s how much of your account you “own.” If you are 100 percent vested, it means you are entitled to recei...
July
11
2018
You are retired. Congratulations! It has been a long time coming, and you are now enjoying your new freedom, flexibility and options as to how you spend your days. You may be spending time with your grandchildren, traveling, pursuing a new passion or...
July
02
2018
See our recap of June's key statistics and market commentary below.
June
27
2018
What You Might Have Missed This Month - June 2018
Posted by J. Saunders Wiggins, CFP®, AIF®
with No Comments
Did you go on vacation during the month and miss our blog posts? Have you been swamped at the office and opened this month's Investor Insights but never got a chance to read it through? For your convenience, I've compiled links to all our published p...
June
20
2018
This is the second in a two-part series about deductible contribution limits to qualified retirement plans. The first part last week covered the limits to defined contribution plans. The tax-deductibility of qualified retirement plan contributions is...
June
13
2018
This is the first in a two-part series about deductible contribution limits to qualified retirement plans. The second part next week will cover arrangements that include defined benefit plans. Contributions made by a business to a qualified retiremen...
June
06
2018
As both a career professional in the retirement plan field and a citizen observer reading media coverage about 401(k) plan sponsors having to defend themselves from an onslaught of “excessive fee” litigation in recent years, it seems clearly evident ...