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Image for The Road Less Traveled: Economic Injury Disaster Loans

Apr 27, 2020

The Road Less Traveled: Economic Injury Disaster Loans

$10 billion of the CARES Act went to the SBA’s existing disaster loan program, the Economic Injury Disaster Loans, with an additional $60 billion added weeks later. But what is an EIDL, and how can you use it?

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Apr 13, 2020

COVID-19: Q1 Market Update

What initially appeared to be an issue that would primarily affect China quickly became a force that brought business to a virtual standstill around the world.

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Apr 6, 2020

CARES Act: Paycheck Protection Program

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time. If you qualify, pull together the necessary financial information for the loan application, and apply as soon as you can.

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Mar 30, 2020

CARES Act: Benefits for Families

Recently, the "CARES" Act was signed into law. The almost 900 pages of legislation are jam-packed with programs designed to help taxpayers navigate the economic hardships. We've outlined the areas that are likely to impact people on a personal level.

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Mar 23, 2020

Perfect Recipe for Chaos: Coronavirus Crisis

It’s unclear when things will be able to return to normal. So, how do you financially plan through periods of absolute uncertainty?

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Mar 16, 2020

Markets Don’t Like Unknowns!

Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.

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Mar 8, 2020

Tax Time! IRA Basics and Surprising Facts

As tax season nears, people of all ages have questions about IRAs. They may seem pretty straight-forward on the surface, but how much do you know about them? Let’s refresh your memory of IRA basics and explore some surprising facts.

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Mar 2, 2020

Time To Check Your 401(k)

The past week has seen volatility creep back into the stock market, and after a long run of positive returns, investors now have to ponder how much risk is too much. What should you do?

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Feb 24, 2020

Am I Doing This Right? Your Guide to Health Care Consumption

The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!

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Feb 24, 2020

Who Does the Stock Market Favor? Trump or Someone Else?

There are many books and theories published around the correlation between election cycles and stock market cycles. Is it true that the stock market outperforms in an election year? We are here to debunk (or not) myths and share some facts.

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Feb 17, 2020

The Coronavirus - A Useful Reminder for Investors

While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.

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Feb 10, 2020

Self-directed IRA: A Different Way to Invest

Could a market correction negatively impact your retirement accounts? A self-directed IRA would provide an opportunity to incorporate non-traditional investments into your retirement portfolio, but make sure you do your research before jumping in.

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