by Springwater Wealth | Mar 19, 2020 | Investment Management, Newsletter, Wealth Management
The markets closed today without the severe daily swings to which we have (almost) become accustomed. The Dow Jones index traded in a fairly tight range and closed up nearly 200 points. Investors can consider that a small victory. The VIX, which measures market...
by Springwater Wealth | Jan 10, 2020 | Newsletter
It’s a new year, and for some owners of IRAs and other retirement accounts that means the cycle of calculating your Required Minimum Distributions (“RMDs”) begins all over again. In December 2019 Congress passed, and President Trump signed, the...
by Springwater Wealth | Nov 12, 2019 | Newsletter
The 2020 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2020. If you are an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your...
by Springwater Wealth | Aug 13, 2019 | Newsletter
When you leave your job – be it by retiring, resigning or via a lay-off/termination – you generally have several options for what you can do with your 401(k) account. Depending on your account balance, you may be able to keep it with your old employer’s plan. If...
by Springwater Wealth | Jul 25, 2019 | Newsletter
Most investors hold traditional assets like stocks, bonds, mutual funds and exchange-traded funds in their Individual Retirement Accounts (or “IRAs”). But some investors view direct-owned real estate – properties in which an owner, or a company controlled by that...
