Month: February 2020

As the Coronavirus Goes Global it’s Not Time for a Panic

By: Elisabeth - February 27, 2020 - 1:56 pm

Martin E. Landry, CFA, CFP®, CAIA, CIMA, CTFA, CIPM, AIF Director, Portfolio Management Group Avantax Wealth Management   February 25, 2020   Call it a “black swan[1]” event if you would like, but the world is in the midst of another modern-era global health scare that few saw coming and few imagined the repercussions. In  Read more…


The SECURE Act

By: Elisabeth - February 3, 2020 - 9:21 am

Long-established retirement account rules change. Provided by Denise B. Barrows, CPA, CFP® The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act  Read more…