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Friday, July 10, 2020

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

Tuesday, June 23, 2020

Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind: 1. Social Security...

Tuesday, June 16, 2020

The National Bureau of Economic Research (NBER) reported in recent weeks that the U.S. economy officially entered a recession in February 2020. This transition brought a 128-month expansion to an end, the longest in post World War II...

Wednesday, June 3, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...

Friday, May 22, 2020

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

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Tuesday, April 14, 2020

How are you holding up? If you’re like many of us, you’re probably feeling some level of anxiety regarding the COVID-19 outbreak. And that’s okay. We’re living in a time when feeling helpless is understandable....

Friday, April 3, 2020

The $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing...

Tuesday, March 24, 2020

A TEST OF OUR RESOLVE The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly, nearly every person on Earth. This is far more than just a health crisis—this is...

Friday, March 20, 2020

The global pandemic of COVID-19 has sent world equity markets into bear market territory. The result is a cumulative 30% drop in the S&P 500 Index in just under 30 days. Though daunting, once the market finds a bottom, which is where...

Friday, March 13, 2020

Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% decline in the S&P 500 Index was one of its worst days in history...

Wednesday, March 11, 2020

The tough times that global markets are experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of...

Friday, March 6, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive...

Wednesday, March 4, 2020

Who among us wants to pay the IRS more taxes than we have to?1 While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six...

Friday, February 28, 2020

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...

Wednesday, February 26, 2020

The global equity weakness continued yesterday, with consecutive 3% drops for the S&P 500 Index for the first time since August 2015. As I'm sure you know, this recent weakness has been caused by concerns over the potential negative...

Tuesday, January 28, 2020

Super Bowl LIV, the 54th Super Bowl, will decide the National Football League champion for this current season. The game is scheduled to be played on February 2, 2020, at Hard Rock Stadium in Miami, Florida. Jennifer Lopez and Shakira...

Tuesday, January 14, 2020

Are you undercutting your efforts to build wealth? Good money habits can help you save and invest for the future. Bad habits can leave you treading water financially. Let's review three bad money habits to avoid. 1. Not saving enough:...

Monday, January 6, 2020

Great news! The IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes: Next year, you can put up to $6,000 in any type of...

Tuesday, July 2, 2019

Ancient Chinese merchants are said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...