April 14, 2020 Update: How the CARES Act Affects Retirement Planning
There are significant provisions related to retirement funds within the Coronavirus Aid, Relief, and Economic Security...
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April 9, 2020 Update: When Markets are Moving, Think Rebalancing
Considering how much markets have fluctuated over the past month, now could be an opportune time to rebalance...
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April 7, 2020 Update: Gimme Shelter—Why Diversification Can Pay in a Down Market
Having a diverse investment portfolio doesn’t eliminate the risks of investing. However, it can pay off. How? By...
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March 31, 2020 Update: CARES Act – Recovery Rebates to Assist Individuals & Families
The CARES Act, signed last week, could soon put cash directly into your pocket. The U.S. Treasury will send up to $1,200...
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March 26, 2020 Update: Three timely perspectives about today's market
During these fast-paced times, it’s important to maintain perspective, pause and reflect. Part of that involves learning...
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March 24, 2020 Update: Perspectives on Recent Market Volatility
A Message for Our Clients: I recognize that people are anxious and that the Wall Street “ride” continues to be bumpy in...
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March 19, 2020 Update: Why You Shouldn’t Sell at Other People’s Prices
A Message for Our Clients: These are trying, even unnerving times. And, it’s understandable if you might feel anxious...
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March 12, 2020 Update: Perspectives on Global Market Volatility and Economic Uncertainty
We understand how frightening the news has been lately regarding health, safety and economic conditions across the globe...
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Exchange Traded Funds vs. Mutual Funds: What’s the Difference?
By Paul Hynes, CFP® February 2020 Both Exchange Traded Funds (ETFs) and mutual funds are a type of investment structured...
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5 Things You Should Know About the SECURE Act
By Paul Hynes, CFP® January 2020 The SECURE Act of 2019 passed with bi-partisan support and was signed into law by...
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5 Less-Obvious Things to Do Before Year-End
By Paul Hynes, CFP® December 2019 As we approach 2020, it’s important to be aware of both the obvious and less-obvious...
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A Financial Wedding Registry
By Paul Hynes, CFP® October 2019 Marriage is a major life event. If you’re getting married, things are not only about to...
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