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Daily Archives: August 27, 2018

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Market Roundup: Green Week as Markets Hit Bull Market Record

Economy/Stock MarketBy Editorial TeamAugust 27, 2018

Stocks posted gains on Monday despite news that consumer confidence is on the wane. In a preliminary reading for August, the University of Michigan Consumer Sentiment Survey slipped to 95.3 from 97.9 in July. With second-quarter earnings season mostly in the rearview mirror, the major U.S. equity indices spent the day’s session in the green. However…

Managing RMDs When You Don’t Need it to Pay for Living Expenses

Case Study, TaxBy Editorial TeamAugust 27, 2018

Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.

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