Richard A. Gagné and Associates
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The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.