SECURE ACT and Preparing for 2020 Like a frantic holiday shopper, Congress waited until the last minute to get something done. In this case, the something was a present (of sorts), called [...]

Investor Updates - January 2020 The sequel. A staple of Hollywood. However, how often is the sequel as good as the original? Bill & Ted’s Bogus Journey was just that. Was anyone [...]

Investor Updates - December 2019 Though this is my first letter for Formidable, I’ve been writing these types of missives for a long time. Sometimes they are insightful, intermittently funny, often littered [...]