COVID-19 and Long-Term Investing

In this communication, we share an update about market returns and discuss some new developments in the government’s policy actions and the scientific community’s health response.  We also include, and close with related perspectives about what these mean for you and your investment portfolios. Market returns Financial markets have been mixed this week as investors | Read More +

A Reference Guide to the COVID-19 Assistance Package

The federal government has acted swiftly to provide fiscal relief to many individuals and businesses impacted by COVID-19 by enacting the $2.3 Trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.  The relief ranges from access to grants and loans to the waiver of required minimum distributions from IRAs. In order to help individuals and | Read More +