On December 20th, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The bipartisan law will have an immediate impact on retirement plans and 529 college savings accounts. Most provisions in the...
More InfoWe are pleased to share that starting today, November 4th, Fidelity will no longer charge commissions for online equities, ETF‘s and options trades*. This move makes investing in individual securities even more economical versus mutual funds...
More InfoStay connected to your financial life, anytime, anywhere with the new McRae Capital Management Client Portal. Whether you need to check your portfolio account balances, securely share documents or contact a member of our team, we have you...
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Stock market watchers are usually talking about the “Santa Claus Rally” this time of year. Unfortunately, this year has seen anything but holiday cheer as we close out 2018. We understand that the recent market action has been unsettling, so...
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Moving cash from our client’s investment accounts to personal bank accounts or third parties is a function we perform frequently. To combat the growth in identity theft, regulatory requirements on cash transfers have increased significantly over...
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Following the passage of the Tax Cuts and Jobs Act by Congress, President Trump signed the landmark tax reform package into law on December 22, 2017. Despite assurances from Republicans that they are committed to simplifying the tax code, we do...
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“Personal Security from All Angles” Handout On August 23rd, we hosted our Premier Lecture Series Event, “How to Protect Yourself from Identity Theft.” The presentation at Baltusrol was well attended and well...
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Over the past year, there has been no shortage of news coming out of Washington D.C. One piece of news you may have read pertains to the Department of Labor’s (DOL) Fiduciary Rule. This rule was proposed by the Obama administration and...
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As tax day approaches, we wanted to take this opportunity to remind everyone to be wary of possible tax scams. Scams surge at certain times during the year, and investors need to be alert for IRS imposters looking to take advantage. One of the...
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