Quarter in Charts – Q1 2020
| | | | | |

Quarter in Charts – Q1 2020

From an economic and investment perspective, saying that the first quarter (particularly March), was without precedent is an understatement. Investors experienced the fastest bear market (from Peak to -20%) ever recorded in US stocks.  But it wasn’t just down days that we experienced; we had plenty of dramatic positive days as well. As Nick Maggiulli…

Three Financial Planning Strategies During a Down Market
| | | | |

Three Financial Planning Strategies During a Down Market

I remember the first time I had the wind knocked out of me. The day was unseasonably warm, and I was 8, lying in my dad’s arms in a hammock. I started to doze off and rolled out of the hammock, falling back-first onto the Mexican tile. I remember gasping for air, but I had…

Individual Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)
| | | | |

Individual Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)

Disclaimer: We’ve pooled several resources together to give you a comprehensive look at the new developments in tax and unemployment law changes since the onset of the Coronavirus. However, do not consider any of this to be tax, legal, or financial advice. We would be happy to talk with you more about your specific situation,…

Small Business Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)
| | | | |

Small Business Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)

UPDATED: Note the updates to the PPP Section Disclaimer: We’ve pooled together some resources to give you a comprehensive look at the new developments in tax, lending, and employment law changes since the onset of the Coronavirus. However, do not consider any of this to be tax, legal, or financial advice. We would be happy…