Our Blog: The Bishop’s Piece

Recap on the CARES Act

The biggest stimulus package to ever be signed into law happened Friday, so I wanted to write a quick recap of some of the items that will affect many of my clients. This is not an exhaustive list by any means, but will give your average individual an understanding of how they might be able […]

Do a Portfolio Review!

A traditional stock and bond portfolio has done well over the last decade, but with valuations for US stocks at historical highs and bond yields at historical lows it may be tough for the same portfolio to repeat in the next 10 years. Now is a great time to review your portfolio to see if […]

The SECURE ACT

Just this past month congress passed the SECURE act, which is one of the biggest rule changes I have seen to retirement planning since I began in the industry. In total it is the right direction to help and incentivize people to plan for their futures, but more will definitely need to be done. Here […]