DOWNLOAD THE PDF The year 2022 was an interesting year in financial markets, as the US led the rest of the world in a transition from a zero-interest rate policy / (negative rates overseas) to a world where inflation resurfaced, spread across the globe as result of unprecedented government stimulus,
You may remember that in late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which brought a wide array of changes to retirement planning and savings. On December 23, 2022, Congress passed another retirement bill, known as SECURE Act 2.0, which expands upon the 2019