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SECURE Act

On December 20^th, President Trump signed the SECURE Act.  A significant piece of legislation that will impact retirees and workers preparing for retirement and their heirs. 

Here are a some of the major changes:

Required Minimum Distributions

The great investor, Peter Lynch, is credited with saying, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”  Since 1982 our firm’s philosophy has been to not try and time the market, as we know it is a loser’s game.  What is important to become a successful l

On August 19^th, a group representing many of the nation’s most powerful business executives refuted economist Milton Freidman and the idea of pursuing corporate profits at any price. This group, called the Business Roundtable, is comprised of 192 CEO’s of American companies who stated they will no longer focus solely on creating wealth for their shareholders.

Over the years, many of us have accumulated a mountain of CDs, hard drives, devices, online accounts, and other mediums that store information that are unused. Outside of the key information you kept stored on purpose for long-term use or retrieval, it is good to periodically assess and dispose of unneeded storage media and information.

Part of our commitment of "Doing Business for Good" is teaming up with like-minded companies to share ideas on how to effectively run a business while balancing profit and purpose. Sunrise Banks is one of companies we have partnered with to "do good". See the link below for their latest blog featuring Bond&Devick.

The stock market continues to gyrate around any bit of news around the trade war between the US and China.  Turn on the news and you notice rising tensions in the Middle East between Iran, the US and now Great Britain.  Two of the largest earthquakes recorded in years rock southern California.  The Minnesota Twins are in first place at the All-Star break.  These are very unc

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

The stock market continues to confound the “experts” and confuse the novices.  One of our favorite Warren Buffett quotes is, “the most important quality for an investor is temperament, not intellect.”  If you had been listening to the investment news programs at the beginning of the year you would have heard the clarion call for panic and retreat.  The bul

Some taxpayers are feeling a little battle-weary after filing their 2018 returns.

People are shell-shocked. Either they got less of a refund than they expected, or they've been hit with a surprise tax bill because they didn't adjust their withholdings to account for changes to the tax code.

We are writing to help clarify the changes in the rules for deducting qualified residential interest, i.e., interest on your home mortgage, under the Tax Cuts and Jobs Act (the Act).