Why Is The Stock Market Up During a Pandemic? While it seems strange, the stock market continues to rise while many corporate earnings fall. Stock valuations base on the available data investors have at their disposal, which are the company’s facts, expectations, assumptions, and the current economic conditions. All of …
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Client-Advisor Communication During Times of Uncertainty During times of uncertainty, communicating with others, and your advisor can be beneficial during any life-altering or world-changing event. For some, survival is their only plan when their financial resources are depleting. Others are more fortunate, and their finances are holding while they continue …
Crisis Preparation Safeguarding Your Financial Future Experiencing the death of a loved one and what can financially happen if not appropriately planned for is an unfortunate reality for many. Not having protection through insurance and legal documents can turn a tragic situation into a financial crisis. Having safeguards in place …
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The CARES Act, RMD, and Hardship Distribution Changes What You Need to Know The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27th, 2020, and contains significant legislation for Required Minimum Distributions (RMD) for those over age 70 ½ who have already started RMD. …
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2019 Tax Extensions COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The 2019 tax extensions changed the deadline as a part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors. Additionally, the closure of …
Key IRA Impacts of the 2020 CARES ACT On March 27, 2020, the Coronavirus, Aid, Relief and Economic Security (CARES) Act was signed into law and as a result, there are some key impacts to Individual Retirement Accounts (IRAs) in 2020. Below is a summary of the most notable Individual …
Reflect, Reset, Rebalance Your Life Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own experiences. We don’t know the outcome will be for ourselves, our neighbors, community, and so …
College Awards Season is Here Now Ask for More $ Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or not. A happy time can become stressful when financial aid and award letters arrive with …
Coronavirus and The Markets What You Need to Know With coronavirus (COVID-19) all around us, investors eye how their investments will fare as this ‘global pandemic’ spreads. Earlier market movements starting in February 2020 were the result of unassociated economic factors and the public’s reaction to fear. Now, while the …
Green Lending in the United States: Benefits for Sustainability and Debtors A growing trend in global debt markets, Green Lending, continues to grow among American debt investors. Green Lending ties sustainability initiatives into loan products designed to entice and reward debtors who meet sustainability goals. The debtor’s sustainability goals are …
