Entries by Administrator

Highlights of the CARES Act

Late last week the senate passed and the President signed the CARES stimulus package designed to, among many things, curb the financial turmoil created in the wake of the Coronavirus. This $2.2 trillion, 800+ page legislation offers meaningful help to investors, business owners, and those directly impacted by layoffs or the virus. Using several sources […]

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A Note to Clients on Virus Volatility

As I’m sure many of you are aware, this past week has been a difficult one for investors. The broad market indices have seen swift and dramatic drops, leaving many scared, confused, and upset.

Make no mistake; it is moments like these that define all of us as investors. Fear is an emotion, and one that can quickly snowball into an all-out panic. We’ve often said your behavior as an investor will ultimately have a far greater effect on your outcome than when or how you are invested. This is one such moment.

Workshop: What Now?

You’ve maxed out your 401k. You’ve hit the limit on your IRA contributions, ROTH or otherwise. You’re a diligent saver but you still have extra cash each month. So where should it go? What are the right ways to put that extra money to work?