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“Lower for Longer” Interest Rates in the Era of COVID

December 16, 2020
By Ted Parker

The Federal Reserve has set the stage for low interest rates for the foreseeable future. Alternative investments are an alternative option when your traditional investments aren’t performing the way you want.

IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust

In early September, the IRS published supplemental guidance for some provisions in the SECURE Act. The information may affect how plan sponsors manage qualified retirement plans, as well as how individuals contribute to IRAs.

Investing During a Recession: Can Real Estate Help Reduce Overall Portfolio Risk?

July 14, 2020
By Millennium Trust

If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.

Will Your Retirement Plan Adopt CARES Act Provisions?

June 17, 2020
By Millennium Trust

CARES Act retirement plan provisions may be critical to the short-term financial health of some families. However, as plan sponsors know, an increase in plan distributions and loans could exacerbate the retirement crisis.

Congress Increases Relief Funding with Paycheck Protection Program and Health Care Enhancement Act

June 4, 2020
By Millennium Trust

New legislation provides approximately $484 billion in additional coronavirus relief funds for small businesses, hospitals, healthcare providers and states.

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