A CARES Act Overview With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply to you. Questions? Please be in touch! In General Direct payments/recovery rebates: Most...

From our friends at Buckingham Wealth Partners -  AskBuckingham.com: "If the rate at which the news, the markets and life as we know it are changing these days has left you with more questions than answers, you’re not alone.  This video podcast series is designed to provide simple answers to your most pressing questions. No stage, no sound bites—just short, straight answers from the experienced thought leaders that guide Buckingham’s research, education, investment and financial planning efforts. From...

People really need our help now The Roman orator Cicero said and, later, the Jesuits adopted as their own unofficial motto: “Non nobis solum nati sumus,” which translates to “We are not born for ourselves alone.” If you are in a position to help during this uncertain time, here is a list of charities vetted by Fidelity Charitable: Direct Relief- Coronavirus Pandemic CDC Foundation Gates Philanthropy Partners Good360 National Association of Free & Charitable Clinics Partners in Health United Nations...

written by Gail Lalk, LPC, LCADC, Therapist at Young Adult Therapy Gail is a dear friend of mine. She originally posted this on LinkedIn but gave me permission to share this with you. In the United States, we are in the early weeks of managing the impact that the coronavirus pandemic will have on our lives. As I write this, the virus has cropped up in all 50 states and there are...

As we carry out 'physical distancing' (we'd rather not call it 'social distancing'), let's try to practice psychological closeness by creating - across physical distances - shared experiences with family and friends. (h/t Jamil Zaki) From the Broadsheet, a daily newsletter from Fortune: "Several of you mentioned the soothing effect of listening to podcasts. Audio news and storytelling has become a commuting fixture for many of us, so it makes sense to incorporate them into your WFH...

One of our important jobs is to keep informed about the news, the markets and the economy, and determine if any actions are warranted on your behalf. We also aim to keep you as informed as you wish to be. - Today we share perspective from Dimensional: Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discuss recent volatility in financial markets and provide perspective on these events in...

One benefit of aging is experience. Although Larry and I are technically y’old’s (young olds), we've seen our share of incredibly great times and incredibly difficult times. It has shaped our perspectives as parents, spouses, friends and as financial planners. Many of our clients have often heard us ask "Are you happy with your work, how you spend your time, the quality of your relationships? Is how you are living and spending your money...

We’re Here for You We get it. Depending on how much attention you’ve been paying to the news, you may be feeling anywhere from uncomfortable to mildly panicked. So, we’d like to share some thoughts on what is happening now, some ideas on how to think about it, and how to cope today and in the weeks ahead. BUT if the breaking news is leaving you feeling strained to a breaking point,...

We want to take a moment to share our thoughts related to the coronavirus, its impact on the financial markets, and, ultimately, on your personal financial situation. The coronavirus has triggered a steep stock market selloff around the world. As of this writing, major market indexes in the US, Europe, Japan, and Australia are down 10% or more from recent all-time highs, according to The Wall Street Journal. But here is some...