IRS Rules Update for 2020
This year has been quite disruptive in many ways, including the IRS rules governing required distributions from retirement accounts. To remind you, important updates that became effective in 2020 include: Required minimum distributions from all plans were suspended (only for... Read More →
Could a Revocable Trust Be Beneficial?
A revocable trust can provide several benefits as a part of an estate plan. A revocable trust that you create as the grantor can be controlled during your lifetime with you as the trustee. You retain legal title to the... Read More →
Portfolio Management Software Changes
We will implement a new portfolio management software system in the coming months. We use this software to generate periodic client reports, and it assists us in managing your assets. This software is also the foundation for the consolidated portfolio... Read More →
Use Caution with The Cloud
Almost a decade ago, cloud technologies burst onto the scene and quickly became the go-to storage solution for many businesses. With this wide-scale, global adoption of cloud-based technologies, along with the rapid pace at which these technologies are evolving, cyber... Read More →