Welcome to our blog! Here you'll find the latest news and insights on a variety of topics across investment, retirement, estate, and business planning.
Nicholas E. Burkholder, CFP®, CBEC® |
Monday, March 20, 2023
The headlines of the past two weeks covering the failure of two mid-sized banks, Silicon Valley Bank (SVB) on March 10th and Signature Bank on March 12th, sent a surge of worry through depositors and investors alike.How did these banks...
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Nicholas E. Burkholder, CFP®, CBEC® |
Wednesday, February 22, 2023
The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 (signed into law December 29th, 2022) builds upon its predecessor, The SECURE Act, initially passed in 2019. The SECURE 2.0 Act covers many updates to...
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Nicholas E. Burkholder, CFP®, CBEC® |
Wednesday, October 19, 2022
We all know the story of Chicken Little. A squirrel collecting acorns in a maple tree drops an acorn on an unsuspecting Chicken Little, who in turn believes the sky is falling. A perfect example of catastrophizing an...
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Nicholas E. Burkholder, CFP®, CBEC® |
Friday, June 3, 2022
I recently had a Zoom call with a client who expressed concern over how erratic the stock market has been. I explained that this feeling is completely understandable and conversely, the more fearful she becomes, the more she should consider
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Nicholas E. Burkholder, CFP®, CBEC® |
Thursday, February 24, 2022
Russia’s invasion of Ukraine is a good reminder that geopolitical risk can swing markets dramatically in a short period of time. While it's difficult to ascertain how much destruction and civilian casualties will result...
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