Aldrich Wealth Recognized as 9th Largest Money Management Firm in Oregon + S.W. Washington by the Portland Business Journal
Lake Oswego, OR, August 19, 2024 — Aldrich Wealth, a registered investment advisor (RIA) with over $6 billion in assets under management (AUM), is pleased to announce that the firm has been recognized by the Portland Business Journal as one of the Largest Money Management Firms in Oregon & Southwest Washington, ranking 9th amongst 46… Read more Aldrich Wealth Recognized as 9th Largest Money Management Firm in Oregon + S.W. Washington by the Portland Business Journal
SECURE Act 2.0: Enhancing Retirement Plans with Vital Domestic Violence Relief Provisions
Ride the Rate Slide
Since the Federal Reserve’s (Fed) rate hike campaign began in March 2022, interest rates have been the center of attention. From Wall Street to the family next door, everyone has felt the pressure of rising rates as the Fed tightened the screws on the economy to slow inflation. One of our clients recently shared… Read more Ride the Rate Slide
529 Plan to Roth IRA Rollovers: Understanding New Rules Under the SECURE Act 2.0
529 Plan to Roth IRA Rollovers: Understanding New Rules Under the SECURE Act 2.0 Tom Gilbers, CFP® For more than 20 years, parents have used 529 plans as a way to save for their children’s college expenses. These accounts offer the benefit of tax-deferred growth and allow investment earnings to be withdrawn tax-free for qualified… Read more 529 Plan to Roth IRA Rollovers: Understanding New Rules Under the SECURE Act 2.0
Investment Considerations for Upcoming Rate Reductions in 2024
Investment considerations for upcoming rate reductions in 2024 After holding rates steady since July 2023, the Federal Reserve maintained the overnight rate level at the December 2023 meeting and indicated that three rate cuts, each of 0.25%, are likely in 2024. This was in stark contrast to earlier statements that indicated the Fed intended to… Read more Investment Considerations for Upcoming Rate Reductions in 2024
