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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…

April 22, 2020

What Do Zero-Percent Interest Rates Mean for You?

The coronavirus pandemic has launched the country, and the world, into uncharted territory. In much of the world, society is essentially shut down. Schools and large events are closed. People…

April 13, 2020

The CARES Act: What Does it Mean for Your Retirement?

On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act, which provides economic support to Americans who have been impacted by the coronavirus pandemic. You’re probably…

March 26, 2020

Are You Facing a Retirement Tax Bomb?

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their…

March 20, 2020

Coronavirus: What are Your Options?

It’s been a volatile few weeks in the financial markets. Up until late January, we were still enjoying the longest bull market in history. In three short weeks, the bull…

March 12, 2020

What Does the 2020 Election Mean for Your Portfolio?

The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you know it, the two major parties will…

February 26, 2020

What in the World is an Investment Policy Statement?

For decades, some of the world’s largest institutional investors have used one tool to guide their decision-making. Mutual funds, educational endowments, defined benefit pensions, and more all use this document…

February 26, 2020

Should You Leave Money in Your 401(k)?

There’s a growing trend among new retirees. With increasing frequency, Americans are choosing to leave their retirement savings. According to data from Fidelity, 55% of workers leave their retirement savings…

February 13, 2020

What will the economy look like in 2020?

Do you have your crystal ball ready? It’s the second month of a new year, which means it’s time for everyone to make predictions about what’s in store over the…