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Jonathan Gannon
Financial Planning

SECURE 2.0 Act: Eight Top Questions Answered

Jon Gannon, CFP®
| January 26, 2023

The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every…

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Financial Planning

It’s Not What You Have—It’s What You Do With It

Julia Tierney, CFP®
| December 19, 2022

Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness…

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Financial Planning

Keeping Up With Inflation: IRS Tax and Limit Changes for 2023

Lyndsi Stender, CFP®
| December 19, 2022

Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of…

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Investing

Investment Gambits and World Cup Games

Cara Miller, CFP®
| December 19, 2022

What have 2018 and 2022 had in common for me? If you recall, 2018 ended on a sour note across many asset classes, and this…

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Investing

Capital Gain Distributions in a Down Year

Dougal Williams, CFA
| December 9, 2022

It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the…

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