BIONDO Perspectives

The Art of Distribution

By Karl A. Wagner III

The beginning of a new year generally facilitates moments of reflection on the ups and downs of the previous year. The year 2020 was challenging, to say the least, yet there were certainly positive aspects for the firm, particularly in the area of performance. One critical area that is often overlooked is distribution planning. More […]

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The New, New Stimulus Bill

By Casey Pisano

Around this time last year, I was writing a newsletter article and whitepaper about The SECURE Act. This time around, we have yet another bill passed during the last week of the year with tons of information. The official name of the stimulus bill that was signed into law is, The Consolidated Appropriations Act, 2021. […]

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The Election and Your Money

By Casey Pisano

Two Items to Think About as We Approach November As you might imagine, we’ve been getting a lot of questions about the election. Most often, the question is simply – “What do you think will happen to the stock market if Biden gets in office?” Or, “What do you think will happen if Trump gets […]

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IRS Throws in the Towel with 2020 RMDs

By Casey Pisano

As part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, most of us were provided with what was referred to as “RMD relief,” meaning that we would not have to take required minimum distributions (RMDs) from our retirement accounts in 2020 if we did not want to for a number of reasons. While […]

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