MARKET UPDATE: SECOND QUARTER 2020

MARKET UPDATE: SECOND QUARTER 2020

MARKET UPDATE: SECOND QUARTER 2020 When this quarter began, the stock market was just beginning to pick itself up from one of the worst and quickest declines in history. The 34% decline from February 19 to March 23 this year was an indication of just how weak the...
MARKET UPDATE: SECOND QUARTER 2020

MARKET UPDATE: FIRST QUARTER 2020

MARKET UPDATE: FIRST QUARTER 2020 In response to the COVID-19 pandemic, Congress passed the CORONAVIRUS AID, RELIEF AND ECONOMIC SECURITY ACT (CARES Act) on March 27, 2020.  The bill provides financial aid for individuals and companies.  The CARES Act also has...
MARKET UPDATE: SECOND QUARTER 2020

MARKET UPDATE: FOURTH QUARTER 2019

MARKET UPDATE: FOURTH QUARTER 2019 The year 2019 began with a strong rally in the stock market and ended in the same impressive manner.  Gains were realized across the board as all major asset classes fully participated in this rally making it one of the best years in...
Time to Consider a Roth Conversion

Time to Consider a Roth Conversion

Time to Consider a Roth Conversion Ever since the launch of the Roth IRA option in the late 1990s, many investors have had to decide what account to open and whether or not to consider a Roth conversion. It’s a tough decision to make since it has a significant impact...
HSA – Triple Tax Advantage Strategy

HSA – Triple Tax Advantage Strategy

HSA – Triple Tax Advantage Strategy Tax-advantaged plans such as 401(k)s and college savings plans are everywhere these days, but less well-known are Health Savings Accounts (HSAs) despite the many advantages they offer. Employers and employees alike should be...