Our Blog

Coronavirus Distributions from Workplace Retirement Plans

Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Acti was signed into law on March 27, 2020. For a short period of time, the Act allows participants affected by the Coronavirus to access funds in their retirement plan accounts through special withdrawal and loan provisions. The …

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April 2020 Monthly Recap

The coronavirus has impacted all of our lives significantly and there are many programs that could directly impact your business and lives that require immediate action.  While we’ve reached out to the clients that we believe would be eligible for any of these programs it is vital for everyone to be updated. See important updates that Anne …

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Pandemic + Massive Stimulus = Big Impact

Our Perspective for Individual Investors and Businesses Executive Summary: Stimulus at a breathtaking, alarming scale The suddenness in the mandated halt in the economy due to the Covid-19 pandemic is unprecedented.  Alarmed at the outlook of a crashing economy, the government has pulled out all the stops.  This is a firehose response that makes the …

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Covid-19’s Impact on Main Street and Wall Street

Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast.  In our March newsletter, we mentioned the market had experienced its “fastest 10% drop from an all-time high” and that “you can quickly daisy-chain a set of scenarios that begins to impact corporate profits significantly.”  …

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Two Lending/Grant Programs Your Business Must Review Quickly: The Paycheck Protection Program and Economic Injury Disaster Loan

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  Title I of the CARES Act creates a $349 billion Paycheck Protection Program (PPP) through the Small Business Administration (SBA) who will make or guarantee loans of up to $10 million to eligible entities. Additionally the …

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