Giving in the Time of a Volatile Market
During times of market volatility, it’s important to review charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and market volatility may leave you cautious about making gifts. Temporary provisions in the CARES Act can promote charitable giving as well as provide you with other gifting opportunities. Because so many of you…
Read More3 Types of Bear Markets (And Why It’s Important To Know The Difference)
Turn on the morning news or read an article anytime we are experiencing market fluctuations or significant economic events, and you will likely hear those in finance discuss whether they believe we are experiencing a ‘bull’ or a ‘bear’ market. What are bull or bear markets? These are terms used to describe longer-term economic and…
Read MoreThe CARES Act Passed Into Law
The CARES Act Passed Into Law From rebate checks to small business support, there’s a lot packed into the Coronavirus Aid, Relief, and Economic Security (CARES) Act that was signed into law on Friday. The $2+ trillion emergency fiscal stimulus package is intended to mitigate some of the economic effects of dealing with COVID-19. Here’s…
Read MoreVolatility Continues as Fiscal Stimulus Package Takes Shape
Market Volatility Tip: If you had invested in the stock market from 1999-2018, and not touched it, your money would have nearly tripled. But if you had traded in and out and missed out on just the 10 best-performing stock market days over that 20 year period—your returns would have only been half of that.…
Read MoreCurrent Market Conditions and the Coronavirus
People are asking ‘What should I be doing with my portfolio.” Listen as Sherry shares her advice.
Read MoreVolatile Times: The Impact of the Coronavirus on the Market
As concerns mount against the spread of the Coronavirus (COVID-19) to the United States, we have many clients getting in touch with questions and concerns surrounding the recent market activity. In light of this, we wanted to compile some further information for sharing with you. What is COVID-19? According to CDC.gov, “Coronaviruses are a…
Read More6 Key Changes to Know Brought by the SECURE Act
If you’ve kept your eyes or ears on the news, it’s likely that you’ve heard the SECURE Act referenced in some form. The SECURE Act is a piece of legislation that was passed in December of 2019. SECURE is an acronym that stands for ‘Setting Every Community Up for Retirement Enhancement’. There are many…
Read MoreCharitable Contributions: Where, Why, and How
A new year (and decade) is upon us. As we look forward to the new year, we are filled with thoughts of new possibilities and possibly even some resolutions. As such, you may be wondering what more you could do to increase your charitable contributions in 2020, or feel ready to make some donations. …
Read More529 Qualifying Expenses: Demystified
Education costs can be costly. There are many pieces to consider, such as tuition, books, room and board, and other smaller expenses that can burn through any savings like a wildfire. If you are planning ahead on education costs, it may be wise to look into getting a 529 Plan. What is…
Read MoreA Successful Open House in Our New Location!
I love the phrase “Open House” because it conjures up feelings of welcome and warm conversations! On Saturday, June 22nd, we opened our doors to our clients and friends to share our excitement about our new location. We enjoyed a coffee and smoothie bar (even serving our own Gratz Park Glitz delicious recipe, orchestra duet)…
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