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New Spending Plan Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act….

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Coping with Market Volatility: Avoid Rash Decisions If you’ve been watching the market lately, perhaps the first question on your mind is, “Should I make a big change in my investments?” In reality, a volatile market isn’t the best time to do a complete makeover of your portfolio, especially if you have long-term financial goals....

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CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.

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COVID-19 Scams There is a lot of new guidance coming out regularly.  Unfortunately, there are also several new Coronavirus-related scams as well. The Internal Revenue Service has urged taxpayers to be on the lookout for a surge of calls and email phishing attempts about the COVID-19.  These contacts can lead to tax-related fraud and identity....

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The Markets (First Quarter through March 31, 2020) The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way.

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Coping with Market Volatility: Cash Can Help Manage Your Mindset Holding an appropriate amount of cash in a portfolio can be the financial equivalent of taking deep breaths to relax. It could enhance your ability to make thoughtful investment decisions instead of impulsive ones. Having a cash position coupled…

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