Read Up on Your Retirement Resources

We strive to keep you informed on all financial information that may impact your retirement. Check back often to learn the latest.

2020: The Year in Review

Dear Friends of Eddy & Clayton Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn?  Here’s the problem, though: How in the world do you recap a year like 2020?  You could…

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Secure Act 2020

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CARE Act and Employment

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Stimulus

Dear Friends of Eddy and Clayton, Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act.  It was a massive, $2 trillion stimulus package designed to help boost the economy as it shuddered from the impact of COVID-19.  The bill was generally considered a success – but on…

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Coronavirus and the Stock Market

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Coronavirus – March 2020

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2019 Taxes

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IRA Distribution – March 2016

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Free Market Funds

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Testimonials

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Values Holiday Christmas – Secret Santa

Dear Friends of Eddy and Clayton, Santa exists. I can prove it. I know you probably stopped believing in Santa Claus a long time ago. So did I. And not just Santa, but Rudolph, the elves, the workshop, all of it. I accepted the fact that it was only a story for young children. In…

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We Are All Mortal

Dear Friends of Eddy and Clayton, Happy Presidents’ Day! Once upon a time, the topic of “who sits in the White House” was not nearly so inflammatory as it is today.  Of course, people have always had different political opinions.  But in recent years, it seems like our differences have become far more of a…

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