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Mid-Year Is a Good Time to Fine-Tune Your Finances
By Mark FisselPosted on May 29th, 2020
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the […]
Learn MoreWhat is the Employee Retention Credit and How to Get It?
By Anne ZavagliaPosted on May 29th, 2020
Businesses that had their operation partially or fully suspended due to government shutdown orders, or have had a 50% decline in gross receipts compared to […]
Learn MoreMay 2020 Monthly Recap
By Mark FisselPosted on May 4th, 2020
Fiscal Stimulus Coronavirus Distributions from Workplace Retirement Plans By Anne Zavaglia, CFP® Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic […]
Learn MoreApril Fools! S&P continues bounceback for a 17% gain
By Clint EdgingtonPosted on May 1st, 2020
March was the longest year, but April seemed like a quick week. The S&P’s 17% gain for April made it the best April in several […]
Learn MoreUpdated Guidance for the Paycheck Protection Program
By Anne ZavagliaPosted on May 1st, 2020
Additional Funding On April 24, 2020, President Trump signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), which includes provisions […]
Learn MoreCoronavirus Distributions from Workplace Retirement Plans
By Anne ZavagliaPosted on May 1st, 2020
Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act[i] was signed into law on March 27, […]
Learn MoreApril 2020 Monthly Recap
By Mark FisselPosted on April 3rd, 2020
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 […]
Learn MorePandemic + Massive Stimulus = Big Impact
By Clint EdgingtonPosted on April 2nd, 2020
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 […]
Learn MoreCovid-19’s Impact on Main Street and Wall Street
By Clint EdgingtonPosted on April 2nd, 2020
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 […]
Learn MoreTwo Lending/Grant Programs Your Business Must Review Quickly: The Paycheck Protection Program and Economic Injury Disaster Loan
By Anne ZavagliaPosted on April 2nd, 2020
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 […]
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