Roth IRA Conversion in the Era of COVID-19

Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating,...

Economic Update

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows that stocks have tended to deliver positive returns over one-year,...

Long-Term Investors, Don’t Let a Recession Faze You

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some...

6 Ideas To Bridge The Cash Flow Gap

It is common to compare market movements to the ebb and flow of the ocean tide (which we are temporarily missing while our beaches remain closed).  These are certainly unchartered waters!  Please continue reading for ways to help you navigate through the uncertainty....

Portfolio Analytics Update

While it’s never fun to watch your investments go through declines, our recommendation is to follow the plan that we put in place for you and not let your emotions take over and derail your long term goals.  The reason for this advice is that, on average, 5 years...

Emergency Relief Options for COVID-19 Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law recently.  Below you will find a list of the new emergency relief options for individuals to consider.  We are developing strategies around items in the relief act to save you money....

Controlling What We Can in Unusual Times

This is an unusual time and our thoughts and prayers go out to those of you most impacted by the COVID-19 pandemic. We are monitoring your investments and we continue to keep our eye on the ball when it comes to your financial plan. Tax planning is an area that we...

A Transformed Investor’s Reaction to Coronavirus

By Dave Goetsch Executive Producer, The Big Bang Theory The news is full of stories about the coronavirus. It’s scary. My 10-year-old son came home from school today worried about it. We don’t know how many people this will infect, nor how it will impact the world...

Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing....

2020: What Documents Do I Need To Keep?

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: