March 2020 Monthly Recap

Market Reaction to Coronavirus

By Clint Edgington, CFA

Last week the market experienced it’s fastest 10% drop from an all-time high due to fears of the contagion of the Coronavirus. This is an interesting market development; on it’s facing such a small percentage of the population has been directly affected however as you dig into the potential impact on supply chains you begin to understand the uncertainty that’s descended on the markets. Read More

2019 Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together – that includes getting your hands on a copy of your 2018 tax return and gathering W-2s, 1099s, and deduction records. Read More

Spring Cleaning Your Way to Better Finances

Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a good spring cleaning, too. Here are some questions to ask yourself regarding your budget, debt, and taxes. Read More

Time to Review Your Estate Planning Strategies?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included a provision that warrants special attention from those who own high-value IRAs. Read More

Target-Date Funs

More than half of 401(k) participants have assets invested in target-date funds.1 These “all-in-one” funds are often the defaults option in workplace plans, and their apparent simplicity appeals to many investors. But target-date funds are not as simple as they appear to be. Like all investment strategies, they have strengths and weaknesses. Read More