Home

Medicare Open Enrollment for 2021 Begins October 15 The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

Proactive Year-end Tax Planning for 2020 and Beyond 2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes.

Low Interest Rates and Investors Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting…

Quarterly Market Review: April-June 2020 Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional….

July 15 Due Date Approaches for Federal Income Tax Returns and Payments The due date for federal income tax returns and payments is Wednesday, July 15, 2020.

Watch Out for Coronavirus Scams Fraudsters and scam artists are always looking for new ways to prey on consumers. The FTC has received over 20,000 COVID-19 related complains since January 1, 2020….

2019 IRA Contribution Deadline has Been Extended Due to the coronavirus tax filing extension, there’s still time to make a regular IRA contribution for 2019. You have…

Coping with Market Volatility: Be Sure to Use Appropriate Benchmarks Its important to understand how market swings relate to your own savings and investments.

Coping with Market Volatility: Understand How Your Biases Can Affect Investment Decisions Understanding your biases may help you avoid questionable calls in the heat of the financial moment.

2020 Investor Update

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…

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.

Coping with Market Volatility: Continuing to Invest May Help You Stay on Course In the current market environment, the value of your holdings may be fluctuating widely — and it’s natural to feel tentative about further investment.

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....

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.

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....

Due Date for Federal Income Tax Returns and Payments Postponed to July 15 Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020.

Market Volatility Update: Markets Go Up and Markets Go Down The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type…

The Coronavirus and the Global Economy As of February 26, 2020, the death toll from COVID-19 – the official name of the coronavirus first reported in Wuhan, China – passed 2,700…

Fourth Quarter 2019 Economic Newsletter As we look back and reflect on what was predicted by many to be a year of worry and concern….

Welcome to 2020 Newsletter Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.

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….

IRA and Retirement Plan Limits for 2020 The maximum amount you can contribute to a…

Charitable Contributions from IRAs The Pension Protection Act of 2006 first allowed taxpayers ages 70 1/2 and older to make tax-free charitable donations directly from their IRAs.

Charles R. Green & Associates, Inc. Receives SagePoint Financials’ Champions Circle award for 2019  (Fort Worth, TX, November 22, 2019) – Charles R. Green & Associates, Inc. recently received the Champions Circle award from SagePoint Financial, which is reserved for the top 25 SagePoint Financial advisors in the country. A spokesperson for Charles R. Green....

Third Quarter 2019 Economic Newsletter After some concerns and declines during the summer, major equity markets showed advances in the month of September and finished positive for the third quarter of 2019

Develop Your Income & Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income