There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.
Understanding the SECURE 2.0 Act: Key Changes for 2025
Working With Your Team of Financial Professionals
Wrapping up any tax year results in a flurry of activity. Not just holiday shopping and family gatherings, but also tax strategy implementation and estate planning actions. At Ferguson Wellman, we regularly provide guidance and field questions about appropriate strategies for our clients’ situations.
Do I Need to Sell My Investment?
In the 1950’s Harry Markowitz published his article “Portfolio Selection” which set the framework for what he dubbed Modern Portfolio Theory (MPT). This theory became so widely adopted that Markowitz was awarded the Nobel Prize in Economics in 1989. A basic tenant of the investment philosophy outlined by MPT says that diversification of portfolios reduces the volatility of the portfolio, which in turn can improve investment performance over multiple market cycles.