Financial Insights Blog The latest financial insights and analysis.

Image of Blaine Carr and the title, "SECURE Act. 2.0: Inheriting an IRA: What You Need to Know"

Jan 24 2023

Video: SECURE Act 2.0: Understanding the Benefits for Retirees

We're back with the final installment of our SECURE Act 2.0 video series.  In our ...
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Image of Blaine Carr and the title, "SECURE Act. 2.0: Inheriting an IRA: What You Need to Know"

Jan 18 2023

Video: SECURE Act 2.0: Inheriting an IRA: What You Need to Know

Have you recently inherited an IRA from a parent or someone other than your spouse?  ...
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Q4 2022 Market Commentary

Jan 18 2023

Q4 Market Commentary

Every year on New Year’s Day, I look at Google Trends and reflect on what ...
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Image of Blaine Carr and the title, "SECURE Act. 2.0: RMD Age Changes for 2023"

Jan 12 2023

Video: SECURE Act 2.0: RMD Age Changes for 2023

Are you turning 72 this year or know someone who is?  There have been some ...
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Image of lady drinking coffee, looking at documents and laptop.

Jan 9 2023

401(k) and IRA Contribution Limits for 2023

The IRS has announced the contribution limits for 401(k)s and IRAs for the year 2023. ...
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Q3 Market Commentary

Oct 11 2022

Q3 Market Commentary

The 3rd quarter of 2022 started out strong, with the S&P 500 Index climbing almost 15% ...
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