Category Archives: Newsworthy Updates

The SECURE ACT – A Brief Overview

By Gay Truscott | Published January 30, 2020

Tweet On January 1, 2020, the Setting Up Every Community for Retirement Enhancement Act (SECURE Act) went into effect, setting forth nearly 30 new provisions impacting retirement savings and planning.  We want to summarize a few of those provisions that have the potential to impact the investment and planning strategies of our clients and friends: […]

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Be Tax Efficient This Giving Season

By Timothy Coughlin | Published November 7, 2019

Tweet As we approach the end of the year, charitable giving is once again expected to ramp up between Thanksgiving and December 31st, and we at Edgemoor would like to share some advice with any clients that wish to make donations. Although there is no wrong way to donate to charity, there are steps you […]

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A Financial Checklist for Your Newly Minted High School (or College) Graduate

By Gay Truscott | Published June 18, 2019

Tweet Financial planning can begin at any age.  A good starting point for many is when heading off to college, a first job, or the military.  This article, “A Financial Checklist for Your Newly Minted High School (or College) Graduate” provides a valuable checklist of items to think about from budgets to credit cards, healthcare, […]

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What Midterm Elections Mean for Markets

By Christine Xu | Published November 20, 2018

Tweet Have you ever wondered what midterm elections mean for markets? According to a recent article from Dimensional Fund Advisors, data for the stock market going back to 1926 shows that midterm elections did not have any material impact on market returns. Also, there does not seem to be a pattern of stronger returns when […]

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Where’s the Value?

By Gay Truscott | Published July 24, 2018

Tweet Click here to read an interesting analysis by Dimensional Fund Investors of the return difference between value stocks over growth stocks during the period from 1928-2017.  Dimensional shares our belief that the current period of value under-performance is likely to reverse and a consistent value investment approach in all market environments will help investors […]

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