As the pandemic has spread, many small businesses have been impacted by the social distancing and stay-at-home orders. If your business has taken a hit, it’s good to know your options under the Stimulus Package. Here is a quick summary of the basics.
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Equity markets around the globe posted negative returns in the first quarter.
Looking at broad market indices, US equities outperformed non-US developed markets and emerging markets.
Value stocks underperformed growth stocks in all regions. Small caps also underperformed large caps in all regions.
REIT indices underperformed equity market indices in both the US and non-US developed markets.
Under CARES Act, Required Minimum Distributions (RMDs) are not required in 2020.
Also, qualifying individuals can withdraw up to $100,000 from a retirement plan without the applicable 10% penalty.
Vanguard is forecasting a sharp contraction in Gross Domestic Product (GDP) in the coming quarter of nearly 17% on an annualized basis followed by a sharp upswing.
There is no proven way to successfully time the market. Missing only a few days of strong returns can drastically impact overall performance.
Many of us are now working from home due to the COVID-19 pandemic. Many of the major cities in the United States are on lockdown, and it is expected that many are to follow. Are there any tax tips for working from home during the coronavirus? Read on to find out.
Read MoreThe IRS has announced that the tax filing and payment deadlines for individuals have been extended to July 15, 2020. It is important to note that this extension does not apply to every single thing related to your taxes. Please read this article to learn what is and is not covered in this deadline extension.
Read MoreResources that may help you prepare your 2019 tax return. This includes links to third-party investment company information to calculate tax-exempt income at the state level or foreign taxes paid (which may offset a shareholder’s tax liability).
Read MoreNews that the coronavirus is spreading has caused short-term market volatility and it is likely to continue. Although we anticipate that the coronavirus will remain a concern in the coming months, the full and lasting impact on the global economies remains unclear at this point.
Read MoreFebruary is a very opportune time when it comes to planning your cash flow. The holidays and new year have passed, but it’s not yet time when people start feeling overwhelmed by tax season. In this “in between” time, take a few moments this month and plan out your cash flows for the year.
Read MoreEquity markets around the globe posted positive returns in the fourth quarter. Looking at broad market indices, US equities outperformed non-US developed markets but underperformed emerging markets.
Value stocks underperformed growth stocks in all regions. Small caps outperformed large caps in the US and non-US developed markets but underperformed in emerging markets.
REIT indices underperformed equity market indices in both the US and non-US developed markets.
Stock and bond markets continued to rebound from the 2018 correction.
Asset classes can have very prolonged downturns like what happened with the S&P 500 during the “lost decade”.
Diversifying into other asset classes like emerging markets and small company stocks would have mitigated losses during the lost decade.
Just when investors begin to question the future viability of an asset class may be the point a reversal occurs— as what happened with
The biggest change to retirement savings rules in over a decade is signed into law as part of a government funding legislation put into effect in 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act will impact anyone with a 401K or IRA account.
Read MoreThe Social Security Administration website offers a variety of resources. Here’s a new feature that may help you with your retirement planning.
Read MoreThe best remedy for cybertheft is prevention. Time spent protecting yourself and your family is never spent in vain.
Read MoreMajor custodians such as Fidelity and Charles Schwab have recently dropped individual stock and ETF (Exchange Traded Fund) trading fees to zero. How will this impact investors and the future of investing? Here’s our view.
Read MoreThe estimated cost for healthcare in retirement is upwards of $285,000 for a couple.
Costs for women are expected to be higher then men.
Much of the costs are from Medicare Part B and D premiums, as well as out of pocket co-pays and deductibles.
Looking at broad market indices, US equities outperformed non-US developed and emerging markets during the third quarter.
Value stocks outperformed growth stocks in the US but underperformed in non-US and emerging markets. Small caps outperformed large caps in non-US markets but underperformed in the US and emerging markets.
REIT indices outperformed equity market indices in both the US and non-US developed markets.
Tax planning is probably your least favorite activity but you’ll thank us for it. Here are some tax planning ideas for year end 2019 - get this out of the way before the holidays
Read MoreMost companies will have their open enrollment season for employee benefits starting in October. Before you click “submit” – stop! The decision may not be as simple as you think. Pay attention to these three things as you re-up your benefits this fall.
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