Robert Lloyd, CFA
- Jan 5
Important retirement plan changes in the recent Omnibus bill
Increased Required Minimum Distribution (RMD) Age The first SECURE Act passed in 2019 increased the RMD age to 72. The SECURE Act 2.0...
Robert Lloyd, CFA
- Jan 5
Wounds that never heal
The analysts at GMO (Grantham Mayo Van Otterloo) produced an interesting chart they called "Wounds that never heal". They were trying to...
Robert Lloyd, CFA
- Jan 5
Long-term investors may have to wait a longtime for the next market peak
We talk to many investors that are confident they can stick with their portfolio as the current bear market evolves. It is great to be...