Related Resources
New RMD Rules
The recently passed SECURE Act has implications for owners of retirement accounts. The two changes included in the act that would most affect our clients are changes in the age at which required minimum distributions (RMDs) must begin, and how...
READ MORE Bitcoin ETFs
With the mid-October launches of two Bitcoin ETFs, ProShares Bitcoin Strategy ETF (BITO) and Valkyrie Bitcoin Strategy ETF (BTF), owning Bitcoin became more accessible to investors but at a potential cost to fundholders.
READ MORE Start Your Financial Plan with Collegiate Capital
Interested in our Financial Planning services? Get in touch with the professionals at Collegiate Capital Management to schedule a complimentary consultation.