Tag - retirement

What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning

by Charles Renwick | March 16, 2023 INVESTING & RETIREMENT On March 10, 2023, Silicon Valley Bank (SVB) failed. This was the second-largest bank failure in American history. SVB primarily served tech industry start-ups and they were widely considered an important part of our nation’s banking sector. The failure of SVB is likely due to many causes and events but the...

SECURE Act 2.0: What it Means for Americans’ Retirement Saving

Here are some of the changes coming to retirement plans due to the SECURE Act 2.0. By John Bowens, Director, Head of Education and Investor Success, Equity Trust Company President Biden signed the 2023 Consolidated Appropriations Act, an Omnibus Bill, on December 29, 2022. Included in this bill is the SECURE 2.0 Act (SECURE Act 2.0), a set of provisions related to...