Current Update

Make life easier in 2020

Connie Brezik, Wealth Advisor, 1/16/2020

Got goals? Wealth Advisor Connie Brezik looks at a few

practical approaches to removing obstacles, solving

problems, and finding peace in 2020.

This commentary originally appeared January 12 on

TheCasperStarTribune.com

Active Management’s Persistent

Failure to Persistently

Outperform

Larry Swedroe, Chief Research Officer, 1/14/2020

Regardless of asset class or style focus, few active fund

managers consistently outperformed their peers. Larry

Swedroe surveys data from the latest SPIVA persistence

scorecard.

This commentary originally appeared January 14 on

thebamalliance.com.

The SECURE Act and

Student Loan Repayments: The

Gift of Options

Becca Craig, Associate Wealth Advisor, 2/4/2020

The SECURE act expands qualified education expenses

under the rules governing 529 college savings

plans that affect families saving for college

or paying off student loans.

This commentary originally appeared February 4 on

thebamalliance.com