Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place....
- Oct 15, 2020
Proactive Year-End Tax Planning for 2020 & Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...
- Aug 13, 2020
Low Interest Rates and Investors
Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting,...
- Jul 23, 2020
Second Quarter 2020
After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...
- Jun 24, 2020
Proactive Retirement Planning Using the New SECURE Act
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new legislation...
- May 20, 2020
Traditional & Roth IRAs: Taking Retirement Into Your Own Hands
It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a...