News & Events

  • 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 […]

  • 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 […]

  • Staying Invested Through Difficult Times

    February 2020

    As an investor it can be difficult to keep up with all of the headlines pointing to the latest news that is moving the markets. From October 2019 through January 2020, the S&P 500 rallied nearly 10% with very little volatility. Today, heightened concerns over the severity of the Coronavirus along with uncertainty around who […]