“A wealth of information creates a poverty of attention.” -Herbert Simon, Artificial Intelligence (AI) pioneer This quote was buried in an article I read last month related to the launch of ChatGPT, an AI-driven chatbot that has received its fair share of media attention.  For those of you curious about what it means for the…

Greetings and Happy New Year! With more than 100 individual provisions aimed at modernizing the U.S. retirement planning system, SECURE 2.0 has been approved by congress and we at Tschetter Group have highlighted several key changes that may be of interest below: Changes to Required Minimum Distributions (RMDs) One major change within the legislation is the extension…

Season’s Greetings!   It’s hard to believe that we are heading into the last couple of months of the year. We want to make you aware of a few year-end deadlines for 2022 so that we can help you accomplish any remaining financial goals in a timely manner. Looking ahead to 2023, we also highlighted some…

“We do not have to become heroes overnight. Just a step at a time, meeting each thing that comes up, seeing it as not as dreadful as it appears, discovering that we have the strength to stare it down.”                                                                                                                                                                                                                      -Eleanor Roosevelt I’m reading a book titled “From Strength to Strength”, a phrase/idea…

Fall Greetings!  Was great to see many of you last week for our open house.  Like we shared there, it was less about the new office and more of an excuse to get together as friends and introduce some of our new team members. On that front, wanted to take the opportunity to formally introduce…

Greetings!  We hope this finds you and yours doing well as we close out August and head into the Labor Day holiday weekend. First, we want to share the exciting news that Peter Jacobs has joined the Tschetter Group team!  Peter adds significant strength and depth to our investment management expertise, bringing his seasoned hand…