The SECURE Act and CARES Act were recently signed into law. They both have many moving pieces. For the SECURE ACT, I think the most important point for investors is the raising of the Required Minimum Distribution age to 72. Other details of the SECURE Act are listed below. For the CARES Act, investors need …
Recent Note To Clients
I recently wrote a note to clients with some thoughts on the current market crisis. Here are the highlights: The current market environment is similar to 2008 in many ways- only in "fast forward". Markets hated the uncertainty of toxic derivatives in 2008 and they hate the uncertainty of CoronaVirus today. The thing to remember about 2008/2009 …
Take Some Money Off The Table
"time to de-risk" "the market is stretched" "time to take profits" "stocks are overbought" "the risk is worth more than the reward" "time to take some money off the table" These are all phrases that you hear when the stock market is rising. You may hear these phrases on financial television, in the newspaper or …
Three Key Investing Charts for 2020
As the 2020 investing year gets going, I thought I would post a few of the charts* that I think are important for investors this year. This first chart is of the performance of the Russell 2000 versus the Russell 1000 since the start of 2017. The Russell 1000 consists of the largest 1000 companies …
Loaves and Fishes – Toasting For a Cause
The past week (11/11/19) M.Brown Financial Advisors was the lead sponsor of "Toasting For A Cause" - a charity dinner benefiting Loaves and Fishes in Naperville, Illinois. Loaves and Fishes strives to provide food and support to struggling families in DuPage County. The dinner was held at Catch 35 in Naperville. Chef Eddie Sweeney had …
The Naperville Financial Planner 