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    Q2 2020 Market Comments

    After one of the worst first quarters in history, equity markets staged an impressive comeback in the three month period ended June 30.

    Financial Insights

    May 2020 Market Commentary

    The April global equity rally continued through May, extending the strong gains registered since the markets’ lows in late March.

    Financial Insights

    April 2020 Market Commentary

    April provided relief for investment portfolios, perhaps far more than would have been expected in the wake of the six-week decline that ended in late March.

    Financial Insights

    Small Businesses Eligible for Relief Programs During COVID-19 Crisis

    Congress passed several pieces of legislation with provisions to help small businesses shore up their coffers and keep employees on the payroll.

    Taxes Financial Planning

    Watch Out For Coronavirus Scams

    The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020.

    Financial Planning

    CARES Act: Retirement Plan Relief Provisions

    For those seeking to preserve their retirement funds, certain required minimum distributions from retirement funds have been suspended.

    Retirement Financial Planning

    Government Acts to Blunt Impact of Global Pandemic

    The Federal Reserve moved swiftly in recent weeks to support the U.S. economy and help alleviate stress in the financial markets.

    Financial Planning

    Q1 2020 Market Comments

    On February 19, 2020, the S&P 500 recorded its highest ever close at just over 3386, up 4.8% for the year. 2020 was off to a cracking start and held potential promise for another great year.

    Financial Insights