The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, introduced a wide range of reforms aimed at improving access to retirement savings and updating outdated policies. One…
Category: Investments
Cautious Corporate Optimism in the Coming Months: A Balancing Act of Recovery and Risk
As the global economy navigates a complex landscape in the latter half of 2024, corporations are embracing a sense of cautious optimism. While challenges such as inflation, geopolitical tensions, and labor market…
A Guide for Teachers: Saving and Investing for K-12 Educators
As educators, saving and investing may feel like the least of your concerns. But knowing how to secure your financial well-being is one of the most important things you’ll ever need in…
Guarding Against Rising Investment Frauds Exploiting Artificial Intelligence
The Securities and Exchange Commission (SEC) Office of Investor Education and Advocacy, in collaboration with the North American Securities Administrators Association (NASAA) and the Financial Industry Regulatory Authority (FINRA), has issued a…
Ten questions to consider before opening a 529 account
The SEC’s Office of Investor Education and Advocacy issued the following guidance to answer questions that may arise when investing in a 529 plan account. 1. Who can use a 529 plan…