Monthly Archives: February 2020

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26 02, 2020

The time is now: Preparing for the SECURE Act

2020-02-26T15:56:19-05:00February 26th, 2020|Categories: Featured, Publications|

For many, establishing a retirement savings plan is an investment in their future, but not all are prepared. According to the U.S. Federal Reserve, nearly one quarter of American adults have no retirement savings or pension at all. The SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement, was signed into law [...]

19 02, 2020

A Night of Data and the Presidential Race: J.P. Marvel Attends the CFA Society Boston Annual Event

2020-02-19T16:14:39-05:00February 19th, 2020|Categories: Featured, Publications|

On February 10th, CFA Society Boston welcomed over 500 attendees for its 34th Annual Market Dinner. This year’s featured guest was David Wasserman, the U.S. House Editor for the Cook Political Report—an independent, non-partisan newsletter that analyzes U.S. elections, campaigns, and overall political trends. Previous featured guests for the event include Madeleine Albright, Ben Bernanke, [...]

7 02, 2020

Foresight is 2020: Getting a jump on your tax planning

2020-02-07T10:47:44-05:00February 7th, 2020|Categories: Featured, Publications|

As soon as the Times Square Ball drops to welcome in the New Year, the countdown begins and tax season is underway. While your 2019 taxes might be top of mind, there’s plenty you can do now to make a greater impact on your 2020 taxes. It might feel early to think about 2020 taxes [...]