by Financial Professionals, Inc | Apr 13, 2023 | Additional Commentary
What’s in the SECURE Act 2.0? In December of 2019 Congress passed a piece of legislation called the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”. It was quite broad, impacting many areas of retirement planning. Some of the more notable areas...
by Financial Professionals, Inc | Jan 26, 2023 | Additional Commentary
A Comprehensive Look At Your 2023 By Nick Kendall I grew up in a home with a Dad who taught us how to look through the lens of “risk management” as we navigated through life. Overwhelmingly this has been a great discipline for me to take on as I walk together with my...
by Financial Professionals, Inc | Jul 14, 2022 | Additional Commentary
Navigating In A Changing World A dilemma is defined as, “a situation in which a person has to choose between things that are all bad or unsatisfactory”1. I would guess most of you agree with me, the world seems to change at a faster rate than it once did, and when...
by Financial Professionals, Inc | Apr 5, 2022 | Additional Commentary
Exciting Times, Boring Strategy For better or worse, I think that anyone paying attention can agree that we live in exciting times. There are many positives in the world: technological innovation, encouraging employment numbers, positive long-term trends in global...
by Financial Professionals, Inc | Jan 4, 2022 | Additional Commentary
JUST A FEW THOUGHTS AS FRED RETIRES As Rita and I retire at the end of 2021, Rob asked me to write a Quarterly Commentary reflecting back on my career: I started my financial career at CIGNA Financial Services in 1985. I learned a great deal under CIGNA’s...
