Navigating Your Required Minimum Distribution

As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.  Under the SECURE Act, once you reach age 72, you must begin taking required minimum distributions from your 401(k), IRAs, or other defined contribution plans in most circumstances.… Read More

Do Our Biases Affect Our Financial Choices?

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a battle between the facts & biases, our biases may win. If we acknowledge this tendency, we may be able to avoid some unexamined choices… Read More

3 Things Young Professionals Should Remember During Volatile Markets

In times of uncertainty it’s important to remember, control what you can control. I read an article recently about the hoarding of materials that has occurred during this pandemic and the thought process behind it. It all comes down to control, or at least the illusion of it. Having hundreds of toilet paper rolls isn’t… Read More