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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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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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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Every January, our advisors meet to review recent economic trends and investment returns. After we identify key factors, we develop our long-term investment outlook.
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