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In early August, President Trump issued an executive order directing the Department of Labor to re-examine ERISA rules that have historically served to restrict the menu of investment options offered by retirement-plan sponsors. ERISA specifically prohibits only collectibles and certain … Continue reading
Treasury iBonds grew quite popular after inflation in the US spiked a few years ago. These bonds pay interest at rates approximating the Consumer Price Index, so high single-digit returns were not unusual. But rates have since declined, and investors … Continue reading
If any of our clients can tell me who said this, when, and under what circumstances, I’ll buy you a nice dinner: “We are destroying the small businessman. We are destroying Middle America. We are destroying the American dream.” Sound … Continue reading
We’ve received a number of questions lately about whether Social Security benefits will be reduced. Most of these questions are apparently prompted by the popular media, which amounts to reading the wrong news on this subject. Reductions in Social Security … Continue reading
Most of us are not particularly familiar with the Biden Administration’s Inflation Reduction Act, but its provisions have come home to roost for more than a million people just recently. While most media outlets are covering the IRA’s impact on … Continue reading