The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new […]
Market Update – June 4, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency […]
Market Update – May 21, 2020
“Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record […]
How To Get Back In The Market
In your own effort to avoid the ups and downs of the recent market ride, perhaps you made the decision to move your retirement account assets away from equities and […]
Market Update – May 7, 2020
Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into […]
Documents You Need In A Crisis
Many of us are home indefinitely and may be attending to projects that would have otherwise gone unnoticed in 2020. Consider rounding up the documents below (or conferring with aging parents […]
Pre-Retiree Considerations
There’s no doubt recent market volatility has been especially worrisome for pre-retirees. The majority of calls we’ve received in the past month have been from those nearing retirement, with concerns […]
Market Update – April 21, 2020
“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, […]
Top 5 Financial Tips You Need to Hear
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The CARES Act and Student Loan Repayment Benefits
Did you know the CARES Act has provisions that impact student loans? • Extends the tax benefits of Tuition Reimbursement programs under IRS Section 127 Education Assistance Programs • Payments […]