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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along and let us know what topics you want to hear about!

 

Wednesday, April 1, 2020

There is some relief for retirees and retirement plan participants in the form of new provisions in the ~$2 trillion Coronavirus Relief bill (CARES Act) that was signed into law on Friday, 3/27/2020. The specific provisions of the bill...

 

Tuesday, February 11, 2020

Is there any insight that past viral pandemics and financial market performance can tell us regarding the Coronavirus outbreak and our current investment decisions? In our opinion there is little doubt that social media and the 24 hour...

 

Tuesday, January 7, 2020

Retirement savings rule changes have been considered for some time without ever reaching the “finish line;” however, Congress surprised many by suddenly passing the "SECURE Act" (Setting Every Community Up for Retirement...

 

Tuesday, April 30, 2019

Our clients that take advantage of ongoing comprehensive reviews realize that our dynamic retirement planning process is a vital factor regarding their long-term financial success. However, incorporating effective investment solutions...

 

Thursday, April 4, 2019

If you are like me you are thinking about (or in the middle of) spring cleaning! Even if you aren't, I’m sure document retention is a topic that pops into your mind from time to time. Wouldn’t you love to purge all of those...

 

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Wednesday, December 26, 2018

Although most of you have successfully managed bear markets with us in the past, it has been some time since our portfolios have declined along with falling stocks in such a way to cause us too much angst. Now certainly seems like a...

 

Thursday, December 6, 2018

I am writing to share some very exciting personal news! In an effort to expand my knowledge within the industry, and improve my commitment to Hudson Dynamic Retirement, Inc. and the clients that I serve by adding more breadth to the...

 

Monday, September 24, 2018

Ever since our retirement planning practice started in 1988 we have maintained a “goals-based” approach to the investment management aspect of our client relationships. Investment strategies designed around your specific...

 

Thursday, July 5, 2018

Many people understand the importance of having up to date estate documents in place well prior to actually needing them - this topic is covered in all of our client review meetings. Documents that address your current goals will help...

 

Monday, March 5, 2018

After a period of relative calm in the markets, in recent weeks the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1–5, the US market (as measured by the Russell 3000...

 

Tuesday, January 16, 2018

2017 Market Review At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in...

 

Monday, January 1, 2018

Before I get into details, there are plenty of websites and sources you can access that will provide the list of changes in H.R. 1 Tax Cuts & Jobs Act relative to current law, so there is no need to rehash all of the specifics here....

 

Wednesday, December 13, 2017

Although it is still too early to tell what the final changes to the tax code will be, it looks like both the House and Senate proposals remain consistent regarding the loss or reduction of deductions for state income taxes and...

 

Friday, December 8, 2017

What is Bitcoin and does it make sense as an investment? Is it going to be the currency of the future? When my father asked me about Bitcoin recently, I knew it reached a milestone....

 

Wednesday, November 8, 2017

As the House's tax bill moves through the Senate, it's anybody's guess what the final changes to income tax law will entail. The proposals regarding corporate income taxes appear to be more clear, and although, in my opinion, having a...

 

Tuesday, October 31, 2017

We conducted our first Everplans webinar last week. I thought the demonstration provided clear details on how to best use this valuable tool and the questions addressed during the Q & A were insightful. If you are already beginning to...

 

Tuesday, September 19, 2017

The recent highly publicized Equifax data breach is a reminder to all of us that we should review our exposure not only to this incident but to cybercrime in general. What We’re Doing to Protect Your Information As you know, we...

 

Saturday, August 26, 2017

Earlier this year we participated a comprehensive client survey program sponsored by Dimensional Fund Advisors. Sincere thanks to all who took the time to respond. The goal of the survey was to better understand what is most important...

 

Saturday, July 29, 2017

We hope you find our new Hudson Dynamic Retirement website helpful and informative. You can gain access to all of your accounts, and there is plenty of information on new value added services that we've initiated that you may not be...