As most everyone knows by now, the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (“CARES Act” or the “Act”) recently signed into law provides an extensive relief package covering various forms of assistance, from increased loans, to rebate checks and other tax breaks, to benefits in the areas of healthcare, education, retirement [...]
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COVID-19 has taken a significant toll on the stock market in recent weeks, and many taxpayers expect their overall income to be diminished in 2020. However, for the opportunistic investor, these challenges present a prime opportunity for converting a traditional IRA into a Roth IRA. We see three key reasons why taxpayers should consider [...]
Although discussed throughout 2019, Congress finally passed, and the President signed into law, a bill focused on improving retirement for Americans. This bill, called the SECURE Act (Setting Every Community Up for Retirement Enhancement), provides significant bi-partisan retirement policy reforms for individuals and for businesses offering retirement plans. While the law itself is more [...]
There has been a lot of action in the market lately. Should you take action too? If you have been paying attention to the financial news the past two weeks, it is no secret that the stock market has been very volatile. After hitting an all-time high at the end of July, [...]
We talk quite a bit about our investment philosophy and process being evidence-based. What that means is that we partner with firms who study long-term historical market data and investor performance and who help us understand and implement practical academic and industry research that we believe will directly benefit our clients. That evidence causes [...]