Posts from our Team

    Decoding the Debt Ceiling Crisis

    As of January 19, 2023, the U.S. government has officially reached the debt limit, and the new Congress has yet to pass a law allowing additional borrowing. What happens next?

    Brad McMillan, CFA®, CAIA, MAI, managing principal and chief investment officer, shares a summary of the situation, and offers his reasoning about why he doesn’t think panic is warranted in his recent article, “Decoding the Debt Ceiling Crisis.”

    It’s Here: What You Need to Know About SECURE 2.0

    On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses many aspects of financial planning and retirement saving.