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Long Lasting Bull Markets
The current bull market turned two on 10/12/24, making this the 12th bull market (out of 27 total) for the S&P 500 since 1928 to make it...

Thomas Schorn, CPA•CFP®
Oct 23, 2024


August Market Review
On Friday, the S&P 500 index closed out August in positive territory. The achievement was especially impressive considering the plunge...

Thomas Schorn, CPA•CFP®
Aug 31, 2024


Required Distributions: Changes You Need to Know
The Setting, Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), changed the rules for taking distributions from...

Valerie Flores, CPA•CFP®•EA
Aug 27, 2024
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