Client Updates
June 25, 2020: According to recently-published reports, not only can required minimum distributions (RMDs) from some retirement plans, including IRAs, be waived for the year 2020, but those individuals who have already taken RMDs earlier in 2020 can roll those distributions back into their retirement accounts by August 31, 2020 without penalty, if they wish to do so. If you are interested in waiving/suspending your RMD for 2020 and have not yet done so--or if you have already taken your RMD and wish to roll it back into your retirement plan--you should consult with your tax adviser soon.
Much (perhaps most) of the risk in investing comes not from the companies, institutions or securities involved. It comes from the behavior of investors.
Wait for a fat pitch and then swing for the fences.
The investor’s chief problem—and even his worst enemy—is likely to be himself.
In investing, what is comfortable is rarely profitable.
Many shall be restored that now are fallen and many shall fall that now are in honor.