News & Events

  • CARES Act: Individuals & Families

    March 31, 2020

    Retirement Plan Changes: Coronavirus Related Distributions from IRA Accounts: This year, individuals under age 59 1/2 will be able to take out IRA or other retirement plan funds without the normal 10% penalty that would otherwise apply. If one takes a “Coronavirus-Related Distribution,” they will have up to three years to repay that distribution back […]

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  • CARES Act Overview: Small Businesses

    March 31, 2020

    Resources for Small Businesses: In our opinion some of the most significant programs the CARES Act is offering for small business are: -Paycheck Protection Program -Employee Retention Credit -Deferral of Payment of Payroll Taxes Paycheck Protection Program: Businesses, including sole proprietorships, independent contractors and self-employed individuals are eligible to apply for the program. Under the […]

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  • Market Update: The Investment Implications of the Coronavirus

    March 10, 2020

    Though we typically reserve our market commentary for the quarter’s end, current global events and the market’s response to these warrant a more immediate update. While it seems like ancient history, the S&P 500 closed at its all-time high just 18 days ago on February 19th, 2020 at a level of 3,386. Since that time […]

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