Dow 30 Changes Its Starting Lineup

What you should know about the change  The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon...

Has the Stock Market Rally Left You Behind?

Here’s what the recent rally could mean for you Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story.   A CNBC study found that between the...

2020 RMD Income Tax Relief Deadline

It’s almost here – some important facts and a date to remember   Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions...

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later  Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...

FAQs About the 2020 Stimulus Check

Answers to some frequently asked questions The federal government is providing a little economic relief to many taxpayers. The Internal Revenue Service is sending millions of Economic Impact Payments – or as they are commonly called, stimulus checks – to households....