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Observations

Keeping up with the latest from Telarray.
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Retirement

SECURE 2.0 Act

In late 2022, a bill called SECURE 2.0 was signed into law.  There’s nothing revolutionary in the law; it’s more of a kitchen sink of

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El Ateneo Grand Splendid from the inside.
Education

Distribution Primer

This time of year, many investors have questions about recent distributions in their accounts.  In short, a distribution is just an investment paying out cash

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Holidays

Thankful for Markets

As we approach Thanksgiving, there are many reasons to be thankful.  One of the things at the top of my list is our modern global

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