March 2020 Monthly Recap
By Mark FisselPosted on March 9th, 2020
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