As more Governors open their states for business, and political rhetoric escalates, investors are asking – What’s Next? Since our last (longer) market update, the US has “flattened the curve,” US equity markets are substantially up from their March 23rd lows, and many conversations have moved to discussing when/how to […]
The new normal is fraught with myriad unknowns and firsts-of-its-kinds. As we adapt to this new way of life, we would like to remind our clients, friends of the firm and other business acquaintances of our Second Opinion Service. We have all likely taken time to reflect on our personal […]
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be […]
So the big question on everyone’s mind is: How long is this going to take? How long are we going to be stuck inside? How long until our 401(k)s are back to where they were? I wish we had all the answers, but let me share with you what some […]
It’s a new world, with a lot more uncertainty still to come. As I write this on Saturday morning (4/4/20), the US healthcare system is looking awfully vulnerable, with signs out of New York City and horrifying stories there of what may (may!) lie ahead for the rest of the […]
There’s two trillion dollars out there. How are you going to get your share? If you are in business or run a 501(c)(3), the first place to look is the Paycheck Protection Program whether you have been cutting paychecks or not. The Paycheck Protection Program is an extension of the […]
Typically, the cracks are seen before the financial markets take a hit. This time, nature didn’t just whip up a localized natural disaster such as Katrina, or a tsunami or even an earthquake; it tossed a hand grenade without borders, across the globe. Within weeks, the world as we know […]
Friday, March 27, 2020 These are confusing times. We often hear, “Sell the rumor, buy the facts,” but when fact and rumor blur, it becomes tempting to call investing “complicated.” That is why above all, we try to make investing straightforward. We have been consistent with our investment approach for […]
As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you. The effect of compounding is huge. Many people underestimate it, so it is worth illustrating. Let’s take a […]
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