Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
03.10.2025
On Monday, 2/10, our TenBridge Team held an investment due diligence day where we had calls with our top investment partners. This provided an opportunity to hear each of their thoughts on the market, interpretations of the political landscape, and any changes to their investments. We spoke to fund managers, analysts, and owners of companies. We looked for common themes and discussed if any changes were necessary in our investment portfolios.
02.05.2025
When the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, and its successor, SECURE 2.0 Act of 2022, went into effect they came with many changes. Some you may have come to know, like how it increased the age to 73 for required minimum distributions from retirement accounts. Though many changes are not well known. Some have followed a tiered approach, so adjustments weren’t implemented immediately or aren’t scheduled to begin until a future date. In addition, some rules weren’t clear, so the IRS had to issue additional guidance on how to interpret the rule.