Our Thoughts On

WEALTH MANAGEMENT

SDWMA Investment Corner: Impacts of a Potential Tariff Trade War

Wealth Management

Sean McCann | 2.11.2025

On February 1, 2025, the White House announced new tariffs on imports on its three top trading partners, Canada, Mexico…

Investment Corner with Jason & Sean: Were the Magnificent 7 Really So Magnificent in 2024?

Despite the down December, the S&P 500 ended 2024 with a 25% return for the year, delivering investors strong back-to-back…

Investment Corner with Sean & Jason: The Santa Claus Rally

Every December, children and adults alike are excited to see what may have been left under the Christmas tree by…

Investment Corner with Sean & Jason: Time in the Market, Not Timing the Market

Investors flocked to money market funds leading up to and on election day. During the week of November 6th (election…

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

Investment Corner with Jason & Sean: The Impact of Government Stimulus on Capital Markets

Typically, economic stimulus is intentional action by the government to encourage private sector economic activity. Economic stimulus within the United States may…

Investment Corner with Jason & Sean: Mortgage Rate Implications Given a Fed Cut

With the Federal Reserve (Fed) starting its interest rate-cutting cycle, the question many homebuyers face is “How will this affect…

Investment Corner with Jason & Sean: Carry Trades – A Levered Bet

There is an oft-used phrase from an old proverb that says, “you can’t have your cake and eat it too.”…

Investment Corner with Jason & Sean: The True Feeling of Inflation

June inflation numbers were released recently and good news! Prices didn’t just slow down in rising, but they fell month…

Investment Corner with Jason & Sean: Strength in EM… Is it Sustainable?

Emerging Markets (EM) sometimes can feel like the forgotten middle child within the greater equity asset class as performance over…

Be Prepared with an Estate Plan

It can be difficult to start the estate planning process as it involves thinking about negative outcomes of life such…

RETIREMENT SOLUTIONS

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

401(k) Plans, ERISA, Wealth Management

Alexander Papson | 11.13.2024

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

The Internal Revenue Service published 2024 Cost-of-Living Adjustments (COLA) in Notice 2023-75 on November 1, 2023.The COLA increases will become…

Incentive Compensation for Construction Industry Employers

Good employees are hard to find, particularly in the construction industry. If your business has struggled to attract and retain…

How Safe Are Your 401(k) Assets?

Recent bank failures along with continued speculation of more to come has led many Americans to question the safety of…

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions Under current law, retirement plans may…

SECURE 2.0 Act – Section 314. Penalty-Free Withdrawal From Retirement Plans for Individual Case of Domestic Abuse

With the SECURE 2.0 Act (SECURE 2.0) being signed into law, there is a focus on improving the flexibility for…

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans Section 127 of the SECURE 2.0…

SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans

SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans The SECURE 2.0…

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met Applicable…

SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals

SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit AccrualsSection 316 of the SECURE…

SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled ParticipantsUnder current rules, employees who choose not…

Want to stay informed?

Let us do the heavy lifting.

Our Thoughts On

WEALTH MANAGEMENT

SDWMA Investment Corner: Impacts of a Potential Tariff Trade War

RETIREMENT SOLUTIONS

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

Want to stay informed?

Subscribe For Updates

Office Locations

Links

Our Thoughts On

WEALTH MANAGEMENT

SDWMA Investment Corner: Impacts of a Potential Tariff Trade War

RETIREMENT SOLUTIONS

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

Want to stay informed?

Subscribe For Updates

Office Locations

Links

What can we help you with?

Subscribe to our Newsletters!