SECURE Act—What’s Changing? The SECURE legislation—which stands for “Setting Every Community Up for Retirement Enhancement”—puts into place numerous provisions intended to strengthen retirement security across the country. Originally passed by […]
What is It? A Qualified Charitable Distribution is a direct transfer from your IRA custodian to a qualified charity. What’s in It for Me? By contributing your required minimum distribution […]
Our market research summary for the 3rd quarter 2019 is short, concise, and actionable. The goal of this effort is to provide you with an educational executive summary with the […]
You deserve a fee structure as unique as you are. One size doesn’t fit all. Our new Client First fee structures allow you to choose the fee structure that makes […]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The […]
Our attached quarterly market research summary is short, concise, and actionable—It is only three pages long. There’s a graph or chart on each page, and there are two short text […]
Your tax return and investments are more related than you may realize. Using a coordinated approach may add additional value in the form of tax savings. Those tax savings can […]
Your typical experience in an actively managed mutual fund is to under-perform the exchange traded fund (ETF) that tracks the most relevant benchmark while paying higher fees and taxes. For […]
Have you ever wished you handled a past situation differently? I have a very talkative inner critic. Most of the time, this critic’s good intention is to push me to […]
ROCKVILLE, Md., /PRNewswire/ — E. Cohen and Company, CPAs (E. Cohen) announces today the launch of its wealth management firm, Impact Capital, LLC (Impact Capital). This new entity will enhance […]
