Latest Posts

Strategies for a Pandemic

by Mike Jette on Feb 26, 2020

The last two days have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word "pandemic". It may surprise you to learn that only two of my clients have reached out to me so far, and both were looking for stocks to buy on this dip… By the way, it is too early and this correction is too small to create buying opportunities as I am writing this.

The New SECURE Act

by Mike Jette on Feb 11, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20th, 2019. The SECURE Act made a few significant changes to retirement accounts, altered some rules and created new provisions.

Some of the more notable changes in the law that affect our clients include:

A Smart Way to Invest

by Mike Jette on Apr 18, 2019

There is a burgeoning movement on Wall Street advancing the idea that investing in companies with a focus on creating value for others by doing things right... is a smart way to invest. One of those is the mutual fund complex Eventide.

One of Eventide’s core values is the belief investing can be more than just returns. It’s also an opportunity to invest in companies whose products and practices help make the world better.

A Tax Strategy to Get More From RMDs

by Mike Jette on Dec 5, 2018

Qualified charitable distributions (QCDs) from IRAs—Clients age 70½ or older are permitted to distribute up to $100,000, including the required minimum distribution (RMD) amount, and have it transferred directly to a qualified charity. The distribution is tax-free, although no income tax deduction is allowed. This is a great way for clients with RMDs to avoid the necessity of receiving a “taxable” distribution. 

Qualified Charitable Distribution FAQ 

What is a QCD?

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