About Dan Shomper

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So far Dan Shomper has created 3 blog entries.

Dan Shomper Quoted in Financial Advisor Magazine

By |2024-12-04T15:44:38+00:00December 2nd, 2024|In the News|

According to the Federal Reserve’s preferred inflation gauge, inflation may be on the rise again. With a 0.02 percent increase in November from the previous month and a 2.3 percent jump from November 2023, some investors are considering Treasury inflation-protected securities (TIPS), designed to help protect future purchasing power. Associate Wealth Manager Daniel Shomper, CFP® [...]

What You Need to Know: SECURE Act 2.0

By |2023-01-18T18:47:12+00:00January 18th, 2023|Knowledge Center|

By: Dan Shomper The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law on December 29th 2022, almost exactly 3 years after the original SECURE Act was passed. While the SECURE acronym could have used some more work (my opinion), legislators did work hard to stuff this Act [...]

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