Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Update: IRS Releases Guidance on RMD Distributions

June 26, 2020 | Planning for Retirement

In response to the Coronavirus and its impact on the nation’s economy, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) on March 27, 2020. Provisions in the Act waived required minimum distributions (RMD) from tax-deferred retirement accounts …

Marc Bushallow

Managing Director, Fixed Income

Library » A Closer Look at Inflation, Interest Rates, and Yield Curve Control

June 22, 2020 | Market Commentary

Although equity markets have aggressively bounced from their March lows, bond yields have remained stubbornly low, leaving investors wondering what to make of ultra-low interest rates and recent Fed moves. To build a bond market forecast, it’s important to have some background on what may …