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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

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Q3 2019 Economic & Market Perspective

Talk of a recession certainly heated up at times throughout the third quarter, especially when we saw the yield curve invert. But are we really headed towards a recession? The chart below shows personal consumption expenditures versus the leading economic …