As we all continue to navigate through this pandemic, we assure you that we will continue to try to keep you as safe as possible when meeting at our office. For those of you who choose to use a virtual meeting structure, we pledge to you to make your experience as equal to an in-person one as possible. In the end, it’s about giving you choices and meeting your needs.
Will I be able to put more money into my 401(k)? If a recent bill called the Securing Additional Value for Every Retirement Saver Act (SAVERS Act) passes through Congress, the answer could be yes.
As we migrate to more of a virtual office, one should question whether they are better served by other professionals more equipped to handle this medium. Is it time now to hire a virtual financial advisor?
What should you do if you are in the process of a refinance or house sale/purchase? First things first…don’t panic! Nothing good will come with trying to force the process to go faster or demanding that things happen. The task at hand will require more patience and understanding than in previous years.
We held an investment committee meeting (via Zoom of course, with the proper password protections!), which is a key part of our ongoing investment management process. As part of our commitment to transparency, we wanted to share some of the thoughts we discussed during the meeting.
On April 20th, 2020 something happened that has never happened before in history. The price of a barrel of WTI oil for the May contract went negative and closed at -$37.63 for a barrel. But what exactly does this mean and why did it happen?
Layoffs aren’t new, but that doesn’t make it any less shocking when you get laid off without warning. The swift surge of layoffs in the US and around the world due to the coronavirus shutdown is something that we’ve never seen before. For many, this is unfamiliar territory. The purpose of this blog is to give a few actionable items if you have recently found yourself out of a job.
As our lives have all been upended due to COVID-19, with an extreme drop in value and subsequent rally in the stock market, many are wondering where we are now. Is it overvalued? Undervalued? Will we test a new bottom?
My parents taught me many valuable money lessons during my adolescence, however, there are two that have stayed with me into my 40’s and one from my kids.
Recently the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. There are a few important items that may impact retirees.
Let’s discuss the concept of “rebalancing.” Rebalancing generally means selling stocks while they are going up and buying them when they are going down.
We passionately believe in the ideology that every client and, furthermore, every client situation is unique and requires individual planning. We still believe in those principals but offer our thoughts, as it is on the minds of many of our clients.