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Financial Guidance That Brings Clarity
the market
SA: Q+A Vol. 1
August 19, 2020

Client Question: “How will the upcoming elections affect my portfolio?” My Answer: The stock market is apolitical, meaning it does not matter which party is elected. The stock market just wants a strong economy, which leads to a strong stock price. Over the long run, the stock market will follow the economy. If the economy […]

Lost, Incorrect, or Missing Stimulus Payments
July 15, 2020

Ronald Reagan once famously quipped, “The nine most terrifying words in the English language are: ‘I’m from the government, and I’m here to help.’ ” For the millions of Americans who have already received their Economic Impact Payments, (commonly called “stimulus payments”) these words may not have aged well. For the others, who are still […]

Before “work from home” became a popular hashtag, my daily commute was a very mundane process. When I was finally able to start going back into my office, my drive suddenly felt new again and I noticed things that my mind would have otherwise glossed over in the normal routine of my drive. One such […]

CARES Act – RMD Update
June 24, 2020

Required Minimum Distributions, or RMD for short, have received a considerable amount of attention from Congress over the last six months. As touched on earlier this year by Thomas Talbott, the SECURE Act raised the RMD age to age 72 for certain individuals. For more details on that change, please take a moment to read […]