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 […]
CARES Act Explained by the Voice of Small Business, NFIB
CARES Act Retirement Plan Provisions
Please find below a 5-minute video by SRP’s Consulting team discussing CARES Act and the impact to retirement plans. Please note these provisions are optional and that clients should reach […]
SRP WFH Tips: Greg Gavran
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) […]
Market Update – April 8, 2020
These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages […]