The CARES Act (Coronavirus Aid, Relief, and Economic Security), signed into law in March of this year, includes provisions designed to provide relief to U.S
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It’s perhaps the understatement of the year, but there’s been a lot going on in 2020. An election year, a global pandemic, and now, protests. It feels like we
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The term, “fiduciary,” may sound dry and academic, but its significance is profound. In fact it’s so pivotal that I am 1) reviewing what a fiduciary is, 2)
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With the economy getting crushed and unemployment numbers skyrocketing, I am being asked more and more, “Why in the world is the stock market going up...
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We are beginning to sense signs of life and an early indication that the U.S. economy may be in the initial stages to a recovery...
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Unfortunately, an epic crisis ushers in an epic level of scam artists.
That’s why we are advising everyone to be extremely cautious during this COVID-19
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There can be a silver lining in the storm clouds of market declines. It comes by offsetting capital gains with capital losses in order to reduce overall gains
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There are significant provisions related to retirement funds within the Coronavirus Aid, Relief, and Economic Security (CARES) Act enacted on March 27, 2020
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Considering how much markets have fluctuated over the past month, now could be an opportune time to rebalance. Rebalancing involves periodically buying or
Having a diverse investment portfolio doesn’t eliminate the risks of investing. However, it can pay off. How? By providing you choices that help reduce the