We’ll be discussing stock market trends, outlook, interest rates, and where we might be headed from here. We’ve had the pleasure of heading from Mehernosh in the past, and he always brings a lot to the table.
Read More
The Cares act got an update in Late June affecting anyone impacted by annual required minimum distributions. Joe Sweeney shares the specifics
Read More
Today, the stock market inexplicably sits near an all-time high, while infection rates and prices of electric car company stocks are skyrocketing. We all want to know: What’s going on here?
Read More
If you employ 100 people or more (yes, even part-time and seasonal), California’s got a new law in effect on September 30, 2020. And if you’re not enrolled or have a substitute, the fines are steep: $250 per employee for the first notice, $500 per employee for the second. That’s a $25,000- $50,000 penalty.
Read More
Of course, advice on increasing net worth and cash flow are the table stakes. However, most people don’t realize what the most powerful reason for hiring an advisor really is
Read More
Sometimes, heirs want to place extra sentimental value on the money in order to preserve it like a family heirloom. Other times, it’s seen as an immediate remedy to financial ailments, and in far too many cases, it’s spent frivolously like found money
Read More
Although 529 accounts are often used to pay for children’s college tuition, those funds can also be used for a variety of qualified expenses. As a firm, we have chosen not to charge management fees on College savings accounts for our clients. If you have any interest in learning how these accounts work or setting one up with our help, please don’t hesitate to call.
Read More
Here are a few ideas to make sure you take advantage of the downtime and tighten up some of your finances
Read More
With the rapid change to our lifestyles, brought on by the current pandemic, real-life tech isn’t waiting to hack into every industry. It’s not only weathering the current crisis with better business models, but setting itself up for the future by becoming indispensable for businesses and individuals alike. Simply put, the future is coming faster…
Read More
In light of the current pandemic, rainy day funds have become a higher priority than ever. Katie shares some strategies and mindsets for increasing your savings
Read More
16 Million people just lost their jobs, but US stocks are up over 30% from their lows.
Why is there such a disconnect between main street headlines and wall street prices?
Read More
The CARES Act, about $2 trillion in total, is the largest economic stimulus legislation in American history since the New Deal back in the 1930’s.
Read More
Although bear markets always take different shapes, the human reaction to it has been eerily similar. Here’s what we’ve seen and what we expect:
Read More
Resources from our Conference Call 3/27/2020
Read More
Below is a collection of opinions from some of the brightest economists we follow (Hint, they think selling now will lead to some FOMO):
Read More
If an employee has an outstanding loan against their 401(k) account, failure to make payments can cause that loan to default, triggering a tax bill at the end of the year. Thankfully, the IRS has a 401(k) provision that can help:
Read More
In the wake of this bear market, here's the top 5 questions we're getting from clients: When will this all be over? What Should I Do? How should I be thinking about this pullback? Where is the market bottom? What should we expect next?
Read More
During steep drops, it’s ok to be a little fearful, but not ok to act on it
Read More