"The importance of having a financial plan" by Julie Jason
This column, originally published in May 2018, explains why people who plan have better financial results.
"Now is no time to abandon the investment ship" by Julie Jason
This column, originally published in October 2008, provides an important perspective for investing during uncertain times.
"Transitioning to new RMD rules thanks to the SECURE Act" by Julie Jason
As anticipated, the president signed the SECURE Act into law on Dec. 20. As a result, beginning in 2020, RMDs will be subject to some new rules.
"The new CRS is on its way to you" by Julie Jason
By the end of this month, investors will have available an easy way to distinguish between financial professionals, thanks to the U.S. Securities and Exchange Commission.
"How the CRS could affect your financial decision-making" by Julie Jason
Form CRS will be required to be delivered to existing and prospective customers of both broker-dealers and registered investment advisers.