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Image for Records Get Headlines but Other Developments Are More Important

May 5, 2020

Records Get Headlines but Other Developments Are More Important

The stock market has experienced dramatic daily and weekly swings, both positive and negative. While traditional economic data will likely continue to be negative for some time, it is helpful to pay attention to developments in other areas that also provide signals of the health of the economy.

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May 4, 2020

Confusion in the Oil Markets

Headlines recently proclaimed that the price of crude oil plunged below zero for the first time in history. However, you probably noticed that your local gas station was not giving away its fuel for free. So what exactly happened in the oil markets?

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May 1, 2020

New Tax Incentives for Giving to Your Favorite Charity - Your Questions

Did you know the CARES Act includes favorable tax benefits for cash gifts made to qualifying charitable organizations this year?

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Apr 27, 2020

The Road Less Traveled: Economic Injury Disaster Loans

$10 billion of the CARES Act went to the SBA’s existing disaster loan program, the Economic Injury Disaster Loans, with an additional $60 billion added weeks later. But what is an EIDL, and how can you use it?

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Apr 13, 2020

COVID-19: Q1 Market Update

What initially appeared to be an issue that would primarily affect China quickly became a force that brought business to a virtual standstill around the world.

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Apr 6, 2020

CARES Act: Paycheck Protection Program

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time. If you qualify, pull together the necessary financial information for the loan application, and apply as soon as you can.

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Mar 30, 2020

CARES Act: Benefits for Families

Recently, the "CARES" Act was signed into law. The almost 900 pages of legislation are jam-packed with programs designed to help taxpayers navigate the economic hardships. We've outlined the areas that are likely to impact people on a personal level.

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Mar 23, 2020

Perfect Recipe for Chaos: Coronavirus Crisis

It’s unclear when things will be able to return to normal. So, how do you financially plan through periods of absolute uncertainty?

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Mar 16, 2020

Markets Don’t Like Unknowns!

Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.

Image for Tax Time! IRA Basics and Surprising Facts

Mar 8, 2020

Tax Time! IRA Basics and Surprising Facts

As tax season nears, people of all ages have questions about IRAs. They may seem pretty straight-forward on the surface, but how much do you know about them? Let’s refresh your memory of IRA basics and explore some surprising facts.

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Mar 2, 2020

Time To Check Your 401(k)

The past week has seen volatility creep back into the stock market, and after a long run of positive returns, investors now have to ponder how much risk is too much. What should you do?

Image for Am I Doing This Right? Your Guide to Health Care Consumption

Feb 24, 2020

Am I Doing This Right? Your Guide to Health Care Consumption

The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!

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