The American Rescue Plan, also called the COVID-19 Stimulus Package, was signed into law on March 11, 2021 and includes a total of $1.9 trillion of assistance. The American Rescue Plan includes assistance for state and...
NEWS & INSIGHTS
2020 Fourth Quarter Commentary
The coronavirus global pandemic besieged the world in 2020, impacting the health of individuals, businesses and the economy. The S&P 500 and Dow Jones Industrial Average reached new all-time highs by year-end,...
What’s in the $900 Billion Consolidated Appropriations Act of 2021
A $900 billion pandemic relief bill was recently signed into law, just as several aid programs from the CARES Act were set to expire. This latest measure is the second-largest stimulus package ever after the $2...
2021 Financial Resolutions
This year, your New Year’s resolutions might be more cautious than in the past given the continuing Covid-19 pandemic, but now is still the perfect time to chart a path for your future health, finances and more. We...
Stock Highs, a Pandemic, and an Election: 2020 Third Quarter Commentary
The Dow Jones Industrial Average and S&P 500 index climbed to new highs in the third quarter. The economy and the investment markets remain divided, but with economic improvements. Risks do exist, especially as we...
Family Financial Tips During Covid-19
Parents are facing immeasurable challenges during Covid-19 as they juggle work, family, school, health and finances. Some families are finding that they’re saving money during Covid-19, but many are watching their...
Reversing Your 2020 RMD – August Deadline Looming
The CARES Act implemented several measures to help Americans during coronavirus, including the ability to skip taking taxable Required Minimum Distributions (RMDs) for tax year 2020. However, the Act went into effect...
Investment Actions During COVID-19
Hopefully you’ve heard the adage of “buy low, sell high.” With segments of the stock market experiencing significant recoveries, this is an important concept in terms of your investment strategy. We explore what we’ve...
Returning to Work During Covid-19: Your Finances Versus Your Health
As all 50 states begin to reopen during COVID-19, millions of people in the workforce face a new dilemma. Are they ready to return to work, balancing their finances and their health? If you’re able to work from home...
A COVID-19 Bull Market in a Bear Market Environment
Stocks have staged quite a recovery since their depths in late March. In fact, the upside was so swift that a bull market recovery started within one week’s time. While stocks have had ups and downs since late March,...
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