SECURE ACT and Preparing for 2020 Like a frantic holiday shopper, Congress waited until the last minute to get something done. In this case, the something was a present (of sorts), called the SECURE Act (the Act). SECURE is a somewhat contrived acronym for the Setting Every Community Up for Retirement Security [...]
Investor Updates - January 2020 The sequel. A staple of Hollywood. However, how often is the sequel as good as the original? Bill & Ted’s Bogus Journey was just that. Was anyone interested in a new batch of Gremlins? Ghostbusters 2? Don’t even get me started. All this occurred to me as [...]
Investor Updates - December 2019 Though this is my first letter for Formidable, I’ve been writing these types of missives for a long time. Sometimes they are insightful, intermittently funny, often littered with obscure references, occasionally controversial, (hopefully) rarely boring, and, every once in a while, too hot for compliance (Chappelle’s Show [...]
