Wealth Management Daily Memo

DECEMBER 17, 2019

Target-Date Funds Aging Gracefully

Jeremy Stempien

Launched in 1994, target-date funds now boast assets of more than $2 trillion. What's next?

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Retirement

Retirement Bill Moves Forward in Congress

Diana Britton

The SECURE Act is expected to go to the president for approval by the end of this week, as part of a spending bill.

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High Net Worth

The Power of Why

Glenn Kurlander

Mission statements can play a critical role in a family’s success.

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A Smarter Solution to Municipal Investing

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Traditional muni indices are concentrated in higher quality, lower-yielding bonds and may have more interest-rate risk.