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Phase 1 Signed, Sealed, Delivered

Luke Tilley |
Wilmington Wire
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January 17, 2020 — On January 15, President Trump and Vice Premier of the People’s Republic of China Liu He signed a Phase 1 trade deal, bringing a hiatus—though likely not an end—to two years (almost to the day) of tariff threats and levies on goods traded between the U.S. and China.The Phase 1 deal covered several areas, some more fully than others.

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Opportunities and Challenges Under the SECURE Act

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
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The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans.The elimination of the “stretch” provisions for most non-spouse beneficiaries of IRAs and defined contribution plans (like a 401(k)) is perhaps the most significant and publicized change that is brought about by the SECURE Act.The Act provides for a later starting date for required minimum distributions (RMDs) from retirement accounts, up to 72 from 70½.

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Sustainable Investing: Redefining Investing for the Long Term

Steve Norcini |
Investment Management
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This investment insight delves into sustainable investing and how it is changing the way investors invest, as well as having a measurable impact on society and our planet. Sustainable investing began a long time ago, but the recent movement began in the 1960s and its popularity has soared over the past few years—38% hike in assets since 2016 alone.

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