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Blog

October 15, 2020

What Monsters are Lurking in Your Portfolio?

It’s the scariest time of the year. Halloween is here. It’s time for trick-or-treaters, haunted houses, spooky home decorations, and more. This may be the scariest time of the year,…

October 5, 2020

COVID Economic Update: Fed Chairman Says Recovery Will Take Years

On Wednesday, September 16, Federal Reserve Chairman Jerome Powell offered his assessment of the economic recovery. The press conference offered some positive news, but also a sobering prediction that a…

September 15, 2020

Fourth Quarter Preview: What to Expect for the End of 2020

It took just under five months for it to happen. On August 17th, the S&P 500 closed at 3389.78—an all-time record. That record is also significant because it means the…

September 1, 2020

COVID Economic Update: Is a Second Stimulus on the Horizon?

As the COVID-19 pandemic stretches into its seventh month, leaders in Washington are debating a second stimulus bill. On August 8, President Trump signed executive orders that extended the federal…

August 15, 2020

Is a resurgence threatening our recovery?

The United States set a somber record on Thursday, July 16, 2020, with more than 75,000 new COVID-19 cases. In fact, the U.S. set new single-day COVID-19 records 11 times…

August 5, 2020

5 Ways to Reduce Your Taxes in Retirement

What are the biggest expenses you’ll face in retirement? Healthcare? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just…

July 15, 2020

Is it time for an economic recovery?

The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started…

July 1, 2020

Financial Moves to Consider in a “Down” Year

It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in record-setting unemployment. If you’re like…

June 19, 2020

Are “Penalty-Free” 401k Withdrawals Free?

On March 27, the government passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The Act had a wide range of provisions to provide…

June 9, 2020

What’s Next for a COVID-19 Economy?

The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that…