A CARES Act Overview (Coronavirus Aid, Relief, and Economic Security Act)

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...

Short videos that might provide a source of comfort & clarity in the days ahead

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...

Dimensional Provides Perspective on the Financial Markets

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...

Control What You Can Control

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...

You, Your Investments, and the Coronavirus

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...