It is important to understand financial fundamentals as you build your financial plan. We are continuing our journey by establishing your foundation which includes setting your goals, time horizon, risk tolerance and liquidity needs.Continue reading
Monthly Archives: September 2020
IRS Clarifications for COVID Relief
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic.Continue reading
The Bull Market is back, but for how long?
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to peak was just 126 trading days, the fastest recovery in the history of the index, erasing losses from an equally historic plunge of almost 34% in February and March.1Continue reading