Category: In The News

The financial world is constantly changing. Keep up to date on the current headlines that may affect your financial planning and goals.

Employee Spotlight: Brianna Avillo, Marketing Team Lead

Posted on: October 15, 2021   |   Category: In The News

Meet Brianna Avillo, Madison’s Marketing Team Lead! Brianna joined the team this year, but has made a huge impact in such a short amount of time. With her uplifting and encouraging attitude, she provides purpose, direction, and motivation to her team. She always has a smile on her face and is ready to take on any task that […]

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What Investors Should Know about the Current State of the Economy

Posted on: October 6, 2021   |   Category: In The News

This week we are fortunate to share our interview with Mr. Kevin Kliesen, a business economist and Bank Officer in the Research Division at the Federal Reserve of St. Louis.    Mr. Kliesen holds an M.A. in Economics from Colorado State University and joined the bank in 1988. In his position as a business economist, […]

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Disaster Preparedness in a Self-Directed IRA

Posted on: October 4, 2021   |   Category: In The News

The IRS has declared September to be National Preparedness Month. The timing certainly seems to be right. Extreme weather events have been battering the U.S. and many people find their properties severely damaged. This is obviously a huge headache for homeowners and tenants as they have to scramble to find temporary lodging. However, it can also mean big trouble for properties owned by a Self […]

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Can You Trust Your Financial Advisor?

Posted on: October 1, 2021   |   Category: In The News

Any service provider requires a certain level of trust. You want to know that your car mechanic is honest, your doctor is interested in your best welfare, and your teachers are knowledgeable. This is especially true for financial advisors. These professionals are instructing you as to the best way to invest and grow your retirement funds. Not only is it […]

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How To Protect Your IRA From Scams

Posted on: September 27, 2021   |   Category: In The News

IRAs, and especially Self Directed IRAs, require account holders to be vigilant in investment choice. This is because these kinds of retirement plans are choice destinations for scammers and con men. IRA accounts possess a sizable amount of funds and the account holder is actually looking to entrust those funds with somebody else. This is a gilded invitation for unscrupulous individuals who are looking to […]

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IRA Basics – Everything the IRS Wants You to Know

Posted on: September 24, 2021   |   Category: In The News

Are you new to retirement investing? Like everything that has to do with finances and the government, it can get complicated. The ideas are new, the account possibilities are seemingly endless, and there’s a ton of new terminology to learn. Don’t worry! By learning a few basic concepts and definitions, you’ll be able to speak intelligently about […]

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Spirit Week at Madison Trust Company and Broad Financial

Posted on: September 22, 2021   |   Category: In The News

As the summer comes to a close, Madison Trust Company and Broad Financial participated in our First Annual Spirit Week! Each day employees were encouraged to dress according to different themes, participate in team-building and philanthropy events, and be part of some healthy competition. This week truly personified our culture of Caring, Collaborating, Improving, and Empowering.  Let’s check […]

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Congress Looks to Enact Mandatory Retirement Accounts

Posted on: September 20, 2021   |   Category: In The News

Congress is getting their new budget ready. As with every new budget, it provides a time to amend existing laws and enact new ones. Of the new enactments this year, Congress is proposing the implementation of a mandatory retirement account. This legislation would require employers to have retirement accounts set up for their employees and make automatic contributions […]

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Congress May Restructure Your Retirement Accounts

Posted on: September 17, 2021   |   Category: In The News

President Biden recently presented the Build Back Better Plan. This is a multi-trillion dollar spending proposal that provides a Covid-relief package, an infrastructure and jobs plan, and an investment strategy for childcare and education. Having had a first pass through the House’s Ways and Means Committee, Congress has sent it back with a number of mark-ups. These mark-ups cover a lot of ground, and […]

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Employee Spotlight: Daniel Humphrey, Account Executive

Posted on: September 15, 2021   |   Category: In The News

Meet Daniel Humphrey, one of Madison’s Account Executives. Daniel is a crucial part of our inbound sales team, who likes interacting with clients and teaching them about how a Self Directed IRA can benefit their retirement portfolio. When he’s not working, Daniel enjoys health and fitness activities.  We asked Daniel a few questions to find out more […]

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