Planning Ideas Around Retirement Accounts

April 29, 2020 Several new planning opportunities have been created by the CARES Act, the SECURE Act and the subsequent IRS guidance related to how these are affected by the extension of the tax deadline. In this article, we would like to share with you several of...

Perspective on the First Quarter

April 14, 2020   We have all lived through a lot of change these past few months because of the coronavirus. Over the course of this coming year, the world will return to everyday routines, albeit with some differences. Some of us will be getting on airplanes for...

CARES ACT 2020

April 6, 2020 Last week, the U.S. government signed into law the largest economic stimulus bill in our country’s history in response to the effects of the coronavirus. The more than $2 trillion relief package, the Coronavirus Aid, Relief, and Economic Security Act, or...

We Are All in This Together

March 21, 2020 Since January, we have been focused on the coronavirus as people around the world cope with the developing global health crisis. Last week, Tom Hanks announced that he and his wife, Rita Wilson, had both tested positive for the coronavirus. This...

Market Returns Following Downturns

March 13, 2020 When we consider the historical performance of the U.S. stock market, the data tells us that the greatest rewards to investors have often come after the largest declines, but it requires investors to remain invested through some very difficult times to...

Global Market Volatility Update

The global financial markets began this week with a sell-off with global equities down more than 7% midday following large declines in oil prices and continued concerns about containing the community spread of the coronavirus.1 We realize it can be distressing to see...