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August 2020 Monthly Recap
By Mark FisselPosted on August 5th, 2020
Monthly Market Recapfrom Clint Edgington, CFA July markets continued general trends already present in equity markets. The S&P 500 returned 5% while fixed income markets […]
Learn MoreJuly 2020 Market Recap
By Clint EdgingtonPosted on August 3rd, 2020
July markets continued general trends already present in equity markets. The S&P 500 returned 5% while fixed income markets continued to exhibit caution with yields […]
Learn MoreThe Next Phase of Economic Relief
By Anne ZavagliaPosted on August 3rd, 2020
As the COVID-19 pandemic continues, Congress has introduced a number of additional economic relief bills to help Americans. Late last month, Senate Republicans introduced the […]
Learn MoreThree Things to Consider Before Your Next Trip
By Mark FisselPosted on August 3rd, 2020
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward. And […]
Learn MoreCould You Be Responsible for Your Parents’ Nursing Home Bills?
By Mark FisselPosted on August 3rd, 2020
In 26 states (and Puerto Rico), laws generally hold children financially responsible for certain debts of their parents. These laws are referred to as filial […]
Learn MoreFour Things to Consider Before Refinancing Your Home
By Mark FisselPosted on August 3rd, 2020
Mortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase since November 2008. As a result, […]
Learn MoreThe Changing College Landscape
By Mark FisselPosted on August 3rd, 2020
The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Not only has COVID-19 […]
Learn MoreAlmost Nine Out of Ten Women Qualify for Social Security on Their Own
By Mark FisselPosted on August 3rd, 2020
Because of a long-term rise in the employment rate for women of all ages, the percentage of women ages 62 to 64 who are fully […]
Learn MoreJuly 2020 Monthly Recap
By Mark FisselPosted on July 15th, 2020
In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and […]
Learn More2020 Q2 Market Recap
By Clint EdgingtonPosted on July 2nd, 2020
The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]
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