Answers About Required Minimum Distributions
Eclectic Investment Committee Eclectic Investment Committee

Answers About Required Minimum Distributions

As we talk with people, we find a lot of confusion around the required minimum distribution (RMD) rules. What is the RMD and how does it affect you?

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Eclectic Associates Q3 2017 Client Letter
David K. MacLeod, CFP®, CFA David K. MacLeod, CFP®, CFA

Eclectic Associates Q3 2017 Client Letter

Enclosed are your investment reports for the third quarter of 2017. The quarter ended with US large cap stocks up 4.5% and small cap stocks up 6% as market volatility declined.

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The Equifax Breach And You
Russell W. Hall, CFP®, CPWA® Russell W. Hall, CFP®, CPWA®

The Equifax Breach And You

We’ve had several clients ask about the Equifax data breach.  Whether or not the Equifax website says that you may have been affected, the whole incident is obviously a concern. 

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