The July 2024 Heads Up newsletter is posted under the Knowledge Center Tab, in the Heads Up Library – Link to Heads Up Library

This newsletter covers How Secure 2.0 Act may help boost your retirement savings.  There is also education on making your IRS mandatory Required Minimum Distribution through the Directed Account Plan. Here is the link – July 2024 Heads Up Newsletter

Performance and investment details are updated monthly on the 15th business day following month end. The information is posted on this website under the Tracking Investments tab. Scroll down to the MONTHLY performance links.