On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Notably, several provisions of the CARES Act deal with retirement accounts and offer relief to retirement account owners and/or...Read More
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As an investor, what is your biggest single fear? For many of us, when it comes to investing, our biggest fear is losing our money. Fear often drives investment decisions. And when it comes to investing, it can be an investor’s...Read More
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law at the end of December. The new law affects retirement plans and IRAs in a variety of mostly positive ways. One provision, however, is being...Read More
Too often I meet investors who assume they earned a decent rate of return, only to discover their returns were actually much lower once they accounted for costs like management fees and transaction fees. Another cost...Read More
Chances are, you are one of the 143 million Americans whose sensitive personal information was compromised in a data breach at Equifax, one of the three major credit reporting agencies. The data breach began in mid-May and was...Read More
What happens when you hire an "expert" to pick winning stocks and to try and time the market? In South Carolina we might say, "a state pension crisis." In 1999, South Carolina pension plans were 99 percent funded...Read More
With Hurricane Matthew looming off the coast, hopefully you've had a chance to prepare your home and your family in the event that we are affected. Most of the advice I see relates to health and safety: Stock up on water, buy...Read More