Preparing for 2020 By: Jack K. Riashi, Jr., CFP®

Archive for January, 2020

    After a strong year like 2019, investors are thinking the good times will continue rolling as we head into 2020.  And why wouldn’t they think that after the Fed announced no changes to its monetary policy, the economy is creating jobs, wages are rising, corporate profits are healthy, and the American consumer is […]

  In December 2019 Congress passed the Setting Every Community up for Retirement Enhancement Act of 2019 (The SECURE Act). On December 20, 2019 the President signed the SECURE Act into law. The SECURE Act includes several important changes effective January 1, 2020 for individuals. The table below summarizes the key changes you should be […]

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