Earlier this year DeVere Group conducted an interesting survey of 752 investors who have over $1 million in investable assets. Investable assets, such as stocks and bonds, are those which can be converted to cash relatively easily and they exclude physical assets like real estate. The survey asked these affluent investors...

It might feel like whenever the IRS makes a change, your taxes seemingly always increase. A recent change, however, will lower the minimum amount the IRS requires you to withdraw from your retirement accounts. In other words, the IRS lowered Required Minimum Distributions (RMDs). An RMD is the amount the...

A few years ago Ally Bank ran a commercial with the noble prize winning economist Thomas Sargent. In the commercial he is on a regally-decorated stage being interviewed. The interviewer asks him whether he knows what interest rates will be in two years. His response is a simple, unemotional “no.”...

On Wednesday, November 18, Governor Cuomo announced that parts of Western New York will move to an ORANGE zone due to rising coronavirus cases in the region. Although we will continue to offer in-person meetings, we are anticipating that the region will move to RED in the coming days or...

At the risk of oversimplifying, and with apologies to flight professionals everywhere, a normal airline flight makes for a pretty good retirement analogy.  From observation, it seems to me that takeoff and landing are pretty busy events while the majority of the flight seems rather simple (hence the term- auto...