Blog
Happy New Year
Welcome to 2023! We hope your holidays were great. Now comes the times of new year's resolutions and new beginnings. For the markets many of us are anxiously awaiting the new beginnings. 2023 does look to have a mixed bag in...
Read MoreNew ESG regulation proposals
For those of you who are concerned about ESG...on either side of the argument, should take note of new regulations coming out for retirement plans expected by the end of this year. The Biden administration who clearly wants to clear...
Read MoreA Great Option for Inherited IRAs
A Great Option for Inherited IRAs James A Saling CIMA, CPWA, SPFA, AIFOften when someone's Parent or family member, or even a friend, plans well for their own retirement, you find, indeed, they did not run out of money...
Read MoreGood Luck, Jay!
The shifting of responsibility from the individual to the collective i.e. the government, usually happens around a crisis. First, the government steps in, then after the crisis passes, steps back...but never as far as it was before the...
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Saling Simms Associates Named to List of Nation’s Top DC Advisor Teams
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