There is nothing normal about the nature of this cycle. We have never seen a health crisis morph into an economic crisis by virtue of a government-mandated full-stop shutdown. The S&P 500® index dropped 34% from February 19th to March 23rd – and then rebounded almost as swiftly. In keeping
Social Security and Medicare Face Financial Challenges
Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released on April 22, 2020, discuss the
Think Twice Before Speculating on a COVID-19 Cure
As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market.1 Understandably, this highly contagious virus — and its severe
Update on SECURE and CARES Act
We wanted to share two recent bills that have been passed by Congress and what it means for your finances. The Setting Every Community Up for Retirement Enhancement Act (SECURE) Act This was signed into law in December. Here are some of the highlights: Extended Required Minimum
Staying the course amid market volatility
Financial markets have been roiled recently amid fears over the impact of the fast-spreading coronavirus. These near-term disruptions to economic activity are the result of efforts to contain it. We see a downshift in 2020 global growth, with uncertainty around the size and pace of slowdown.
Six Keys to More Successful Investing
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
Estate Planning
Most people are in significant denial when it comes to estate planning. But, planning provides peace of mind for you and your loved ones with respect to a broad range of issues. I want you to consider these possible planning matters: Who will handle your financial matters in the event of
Key Numbers for 2020
Attached is a tax reference sheet for 2020's key numbers. Included is the 2020 income tax rate table and standard deductions, including education deductions. Estate planning amounts are also listed as well as retirement contribution amounts. Please let us know if you have questions or contact us