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Don't Feed The Bear: Our Blog

The Secure Act is Now Law Thumbnail

The Secure Act is Now Law

On December 20, 2019 the plan was signed into law, and as it made its way between both houses to the desk of the President, there were some subtle changes to the elements we identified. Consequently, we’ll be reviewing what is contained in the version that now functions as law, as well as identifying some ways the planning landscape has changed as a result.

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Our Opinion on the UW System 403(b) TSA Options Thumbnail

Our Opinion on the UW System 403(b) TSA Options

One of the decisions that UW System employees have is what provider(s) to choose in their 403(b) plan. Much like 401(k) plans, 403(b) plans offer the ability for employees to save for retirement by investing some of their compensation into the plan. Here we offer our opinion on current 403(b) providers inside of the UW System.

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Are You Using All of Our Technology Tools? Thumbnail

Are You Using All of Our Technology Tools?

As part of our onboarding process, we make sure that our new clients get access to our technology tools. We realize that this can be overwhelming in the beginning, since this initial process could have involved multiple meetings, an introduction to your financial plan, data gathering, risk questionnaire completion, and paperwork. So whether you are a client that’s been with us since the beginning or brand new, here’s a quick review of our technology suite and how you may benefit by using these tools.

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What Nate and Clint Learned in Orlando Thumbnail

What Nate and Clint Learned in Orlando

This past week, Nate and Clint went to the annual TD Ameritrade conference, called LINC 2020, held in Orlando, FL. The conference features a number of keynote speakers, breakout sessions, one-on-one training opportunities with TD Ameritrade staff, access to various vendors, and demonstrations of new technologies. Here are a few observations we came away with...

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Be Wary Of The Celebrity Advisor Thumbnail

Be Wary Of The Celebrity Advisor

I realize it’s a little crazy to think about people who obsess over markets and math as celebrities, but that doesn’t stop a group of “advisors” from trying to be just that. There are household names like Suzy Orman and Dave Ramsey, and there are even local financial advisors with weekly radio shows and catchy names.

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