SECURE Act 2.0 An Overview

January 18, 2023By Phil Clark, CPWA®,CFP®, CLU®

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019. Read the full article…

Managing Volatility Through Diversification

September 15, 2019By KrostWealth

Shelley Schexnayder, Communications, Senior Advisor at 1st Global It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market fluctuations but plan for them in their Read the full article…

Quarterly Client Letter – Q3 2019

July 30, 2019By KrostWealth

The US-China Trade Deal, Student Loan Debt, and Other News from the Last Quarter. The second quarter of 2019 ended with a 3.8% gain of the S&P 500, 2.59% for DJIA and 3.58% Nasdaq. This year, the S&P500 has returned 17.35% with the DJIA +14.03% and Nasdaq +20.66%.7,8,9 On my screen, almost everything has made Read the full article…