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Insights and Education

Wealth Management Perspectives

Infrastructure and the Muni Market Thumbnail

Infrastructure and the Muni Market

When the Senate passed a bipartisan, $1 trillion infrastructure bill in August, it marked the first major legislative movement on infrastructure since 2009’s American Recovery and Reinvestment Act – and if signed into law, it could have a significant impact on state governments and the broader municipal market. But how likely is it to pass?

Markets Government
Make the Most of Your RMDs Thumbnail

Make the Most of Your RMDs

For many retirees, a key source of income is the distributions they receive from retirement accounts such as 401(k)s and IRAs. Given that these are fairly heavily regulated and that the rules around them have changed recently, it’s worth building a strategy around taking them so you can help ensure your financial needs will be met throughout your retirement. If you’re nearing retirement and starting to set up plans for what to do with your retirement accounts, here are some key questions to keep in mind:

Retirement Funding
Can a Stock Market Selloff Be a Good Thing? Thumbnail

Can a Stock Market Selloff Be a Good Thing?

While the idea of a “healthy” market correction might seem like heresy to some – and certainly no one likes watching their account balance shrink – there are scenarios where a drawdown could be both necessary and beneficial to the market’s overall health. How? Let’s take a look.

Markets
The End of the “Grandparent Rule” – Plus Other Education Funding Strategies for Grandparents Thumbnail

The End of the “Grandparent Rule” – Plus Other Education Funding Strategies for Grandparents

When Congress passed the Consolidated Appropriations Act of 2021 in December 2020, it made some significant tweaks to education planning – some good (a simplified FAFSA form!), some not so good (the removal of an aid benefit when multiple children attend college simultaneously). One major change for the better is the elimination of what’s known as the "grandparent rule."

Financial Planning