Retirement Planning

Election Aftermath 2020

 
 
 
 

How a Biden Administration May Affect the Markets

Why Labor Day 2020 is unlike any other...but still worth celebrating like every other.

 

 

 

Labor Day is coming up! Normally, we’re used to celebrating it with parades, barbecues, and sometimes, fireworks. Unfortunately, for this Labor Day, we will have to go without the traditional celebrations.

Coronavirus Market Recap

Coronavirus Market Recap

 

Dear Friends of Eddy and Clayton:

“When this is all over, what will I wish I had done?” 

Dear friends of Eddy and Clayton,

 

Four things others will wish they had done – that we’re already doing! 

 

I hope this letter finds you well – and especially, healthy! 

 

Charitable Giving

 

The SECURE Act of 2019: What You Need To Know

 

The SECURE Act of 2019: What You Need To Know

Government Shutdown and Tax Filing

What To Know About The Government Shutdown and Your Tax Filing

As you probably know, the longest government shutdown in the history of the United States recently ended.1  During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back.

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   

Financial Elder Abuse: Perception vs. Reality

Someday, you or your parents could be at risk.

 

You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1

  

Back to Basics

 

 

Michael Jordan, perhaps the greatest basketball player who ever lived, once said:

“Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that changes will be your attention to them.”

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