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Turbulent Times: Bear Markets Come and Go
By Mark FisselPosted on July 1st, 2020
The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]
Learn MoreTapping Retirement Savings During a Financial Crisis
By Mark FisselPosted on July 1st, 2020
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]
Learn MoreJune 2020 Monthly Recap
By Mark FisselPosted on June 3rd, 2020
Monthly Market Recapfrom Clint Edgington, CFA 2020 continues to be a tumultuous year. While we are still figuring out the impacts of Covid-19 we now are […]
Learn MoreMay 2020 Market Recap
By Clint EdgingtonPosted on June 2nd, 2020
2020 continues to be a tumultuous year. While we are still figuring out the impacts of Covid-19 we now are dealing with flaring tensions from […]
Learn MoreDepartment of Labor Announces E-Delivery Final Rule
By Mark FisselPosted on June 2nd, 2020
Amidst the ongoing Coronavirus situation, the Department of Labor announced final rules regarding electronic communications from retirement plan fiduciaries to their participants. These rules are […]
Learn MorePaycheck Protection Program Flexibility Act
By Anne ZavagliaPosted on May 29th, 2020
The Paycheck Protection Program Flexibility Act passed the House on May 28, 2020. If enacted, the House bill will make a number of changes to […]
Learn MoreFour Questions on the Roth Five-Year Rule
By Mark FisselPosted on May 29th, 2020
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]
Learn MoreMid-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 […]
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