News and Articles
News, articles and insights on the latest market updates and financial trends to help guide your journey.
Staying the Course Through Market Turmoil
Staying invested in the stock market, at times, can be gut-wrenching. Just ask investors in the dot.com bust of 2000-2002, the Great Recession of 2007-2009, or more recently the coronavirus plunge in March of 2020, how they felt during the market freefall. It can be...
Staying Invested Despite Negative News
One would be hard-pressed to find a time in the last 50 years when there was not an issue facing the stock market that made it look as if it were a bad time to invest. The table below shows the standout news events from the first year of each decade in the last...
Living with the Unknown
“It is not given to human beings – happily for them, for otherwise life would be intolerable – to foresee or to predict to any large extent the unfolding course of events.” - Winston Churchill’s eulogy for Neville Chamberlain. November 12, 1940. Whether seen as an...
The CARES Act and the Impact on Small Businesses
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on the evening of Friday, March 27th. The CARES Act is designed to boost the economy by providing over $2 trillion in relief through multiple avenues including individual rebates,...
The CARES Act Overview: What Does it Mean for You?
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on the evening of Friday, March 27th. The CARES Act is designed to boost the economy by providing over $2 trillion in relief through multiple avenues including individual rebates,...
Roth Conversions: Taking Advantage of the Market Selloff
The recent market downturn has created an opportunity for some to convert part or all of a traditional, pre-tax retirement account (such as a 401(k) or IRA) to an after-tax Roth account. The goal of this strategy is to take advantage of lower account...