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Question: Can I name a Beneficiary on a Non-IRA account?

Yes, there is a way to designate a beneficiary on a non-IRA account and it is called a Transfer on Death agreement or TOD.  Some financial institutions use the term Payable on Death or POD.  It means the same thing.  This provision is used less often than the … Read more...

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News & Views

Interest Rates and Tariffs and the Market

The positive action in the market in the first week of November turned negative in the trading days leading up to the Thanksgiving holiday.  Investors had two major concerns.  It seemed the Federal Reserve was being too aggressive in raising interest rates and … Read more