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DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

The Russia/Ukraine Conflict: What Happened and What it Means for Investors

Learn how the Russia/Ukraine conflict may impact the economy and investors.

Happier With An Advisor

Learn why working with financial advisors can lead to higher levels of happiness.

2022 401(k) Contribution Limit Increase

Learn more about the 2022 401(k) Contribution Limit Increase and 2022 IRA Contribution Limits.

What To Know About Updated Required Minimum Distribution Rules

Learn more about the updated uniform life table required minimum distribution rules (RMD) As of January 1, 2022 and when you need to take RMDs.

| 1.21.2022

Plan Sponsor Newsletter Fall 2021

This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

| 1.18.2022

Q4-21 – Over in an Instant:
2021 A Year Well Spent Living in the Moment

For as long as the year 2020 seemed to last with a toxic cocktail of worsening news about the Coronavirus, rolling lockdowns, and a particularly contentious political season, the following year, 2021, seemed over in an instant. 2021 was truly a year of living in the moment.

| 1.7.2022

Plan Sponsor Newsletter Spring 2021

This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

Do Millennials Value a Caddy?

Learn more about trends and indexes surrounding millennials' use of wealth management investors and the challenges they may face under long-term, self-management.

| 12.15.2021

SDWMA Newsletter December 2021

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