Broker Check


| January 30, 2020

We wanted to touch on recent legislation that became effective January 1st, 2020. It will inevitably affect many retirement savers, for better or worse.  Here are a few of the most significant changes that you should be aware of: ‘SECURE Act Top 10 Key Provisions’.

If you have any questions on the SECURE Act (Setting Every Community Up for Retirement), let us know and we can help clear up confusion.  

Stay tuned for our next post on recent market movements and the focus on the Impeachment Hearing and the Coronavirus.   


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.