Blog
SECURE 2.0 Act
Happy New Year from all of us at RDFA. We hope 2023 is off to a great start for you.In late December, SECURE 2.0 Act was signed into law in the massive omnibus bill passed by Congress. Believe it or not, the text for SECURE...
Read MoreRDFA Release: Investing vs. Gambling
We have had the good fortune of meeting Kara Murphy, who is the Chief Investment Officer of Kestra Financial - parent of Bluespring Wealth Partners. She posted the following article yesterday which we thought you would...
Read MoreRDFA Release: 2023 401(k), 403(b) and IRA Limits
The IRS recently released the updated figures for retirement plan contributions that will apply in 2023. Here is the press release from the IRS with all of the details:2023 401(k), 403(b) & IRA LimitsWe are seeing large...
Read MoreRDFA Release: Summer Travel Tips
Summer travel is in full force, and anyone who has traveled lately will tell you about CROWDED airports and flight challenges. It seems that the pent up demand for people to travel is causing significant issues for the airlines...
Read MoreRDFA Release: Should You Run From A Bear?
I saw a show on Discovery a few months back, and the topic was how to survive an attack by a bear. This is not something I had ever contemplated, as there are generally not many bears appearing on golf courses or baseball diamonds...
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The Fed Acknowledges Inflation
At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%,...
Read MoreOutrunning the Cyber Bear
By: Jeff Daniher The level of reported cyberattacks continues to expand. What can you do to minimize your risk of being a victim? The joke about not having to outrun the bear, only having to outrun your partner, has significant...
Read MoreMay 2021 Sector Performance
We hope this email finds you doing well, and that you had an enjoyable Memorial Day holiday. While volatility was back in the month of May, overall performance was quite positive. The following piece shows which sectors performed well,...
Read MoreDeclutter the Filing Cabinet
This time of year, we tend to field lots of questions about what records need to be maintained, and what can be pitched. Here is a great article from the Wall Street Journal that addresses this topic: https://link.edgepilot...
Read MoreTax Filing Deadline Extended
Yesterday, it was announced that the tax filing deadline has been extended from April 15th to May 17th this year. Please see the following news release from the IRS: Tax Filing Deadline Extended to May 17 For anyone that was scrambling...
Read MoreThe World in 2030
We hope this email finds you off to a great start to the week. The following article from Capital Group (the American Funds mutual fund family) struck us as being very interesting. There are definitely some major themes that may be...
Read MoreBill Kanengiser Concert Replay
The Thursday night YouTube Premiere concert by Bill Kanengiser was a huge success, and we were thrilled with how many people were able to join in. If you wanted to enjoy the concert, but your schedule didn't allow you to attend, you...
Read MoreA Sunday Lift
Here in Cincinnati, it's a rather cold, dreary Sunday morning in the midst of spiking COVID numbers. The fall leaves are gone, and the prospect of a long winter is staring us in the face. Yet, I'm sitting here in my home office (while...
Read MoreHealth Savings Accounts
Happy Friday! We recently came across a really good article diving into details around Health Savings Accounts, and we thought you might find it of interest. This is a tool that more and more people are using. Health Savings Accounts...
Read MoreBond Index Update
Happy Tuesday morning. The Federal Reserve, along with Central Bankers across the globe, have concentrated all of their monetary firepower on keeping interest rates low. When asked about when rates may start to increase, the rumored...
Read MoreElections and the Markets
We all hope this email finds you doing well, and staying healthy. We have had a lot of questions lately about the upcoming election, and how it may impact the markets. Blackrock recently released a great piece that analyzes this, and...
Read MoreCollege Planning
We are seeing regular updates right now about what college may look like for students this fall. Obviously there is a lot in the air with COVID-19, and how schools are choosing to handle in person versus online learning. But not matter...
Read MoreCoronavirus at 6 Months
Happy Friday to everyone. Jeff recently found a really great summary article about where we currently stand with COVID-19. It's hard to believe that we are now a half year into this new reality, as there are times that it feels like...
Read MoreThe Power of FUD
The current state of our world has left many of us with a overarching malaise brought on by FUD: Fear, Uncertainty and Doubt. While not a part of normal medical terminology, it most definitely is an emotional state that can be...
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