Secure Act 2.0
Posted by Tyler Watkins on Mon, 01/16/2023 - 09:27
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).
Milestone Market Update September 2022
Posted by Tyler Watkins on Tue, 09/27/2022 - 09:25
My (Justin) youngest daughter Emma just celebrated her third birthday. She really wanted a magical unicorn for her birthday.
Milestone Market Update - June 2022
Posted by Tyler Watkins on Fri, 06/24/2022 - 10:23
Former heavyweight boxing champion Mike Tyson is credited with saying: “Everyone has a plan until they get punched in the mouth”. Inflation has landed a nasty uppercut to the markets so far this year as it’s currently at levels not seen since the early 1980s.
Milestone Market Update Spring 2022
Posted by Tyler Watkins on Mon, 04/25/2022 - 14:56
Happy Spring!
To say we are in a tough market environment would be a massive understatement.
Milestone Market Update
Posted by Tyler Watkins on Fri, 02/25/2022 - 09:46
As you are likely aware, Russia has invaded Ukraine which has sent shockwaves across the world and caused disruption in the stability of asset prices. We will be continuously monitoring the situation and its impact on the markets, but wanted to share some of our thoughts as the situation stands now.
Milestone Market Update - January 2022
Posted by Tyler Watkins on Wed, 01/26/2022 - 09:08
Happy New Year! We hope this message finds you well and you had an enjoyable holiday season.
For investors heading towards retirement, it’s time to review your 401(k)
Posted by Justin Miller, CFA on Tue, 10/26/2021 - 11:25
As retirement gets closer, it may be time to re-think how you handle your 401(k).
Milestone News and Market Update - September 2021
Posted by David S. Coult, CFP®, and Justin R. Miller, CFA® on Tue, 09/14/2021 - 12:55
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We hope you've had a fantastic summer! In this newsletter, we provide:
- A security update on logging into your account through Investor360
- Our thoughts on the markets
- A recap of our summer and what we've been up to personally
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Understanding the American Rescue Plan Act of 2021
Posted by David S. Coult, CFP®, and Justin R. Miller, CFA® on Mon, 03/29/2021 - 14:37
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“the Act”) into law, with large portions of the bill acting as an economic stimulus for individuals and businesses affected by the COVID-19 pandemic.
Market Update - February 2021
Posted by David S. Coult, CFP®, CLU®, ChFC®, CPFA and Justin R. Miller, CFA® on Wed, 02/10/2021 - 11:44
We hope the “Blizzard of ‘21” provided you, if you live in the northeast, with a touch of beauty and a positive distraction from the barrage of news we’ve been seeing lately! Despite the tremendous challenges we have faced over the last year, investment markets are seeing their way through with a positive belief that better times lie ahead.