The SECURE Act aims to increase Americans’ ability to save for retirement. With the elimination of stretch IRAs, some Americans may need to make immediate changes to their estate and legacy plans.

The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

As the stock markets plummet and concerns over a pandemic increase, it’s important to not lose focus on long-term investment goals. 

As we usher in a new decade and reflect on the last, it’s natural to wonder what’s to come. After ten years of strong markets, what can investors do to be prepared for a potential market downturn? 

After years of proposals and counter proposals, the SECURE Act was passed in late 2019, which creates opportunities for individuals to increase retirement security.