market update

Market Update: A Historic Month for the Markets

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Personal Finance, Investing Leave a Comment

While grim economic data shows the global economy heading toward a recession you wouldn’t know it by looking at the current stock market. The S&P 500 ended April up 12.7%—its …

cash flow

Managing Cash Flow During the COVID-19 Crisis

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Business Management Leave a Comment

Facing one of the most severe economic contractions in U.S. history, many small businesses are struggling for survival. For most businesses, as business slows, contracts are delayed, or supply chains …

PPP loan forgiveness

Paycheck Protection Program: Loan Forgiveness

Glass Jacobson Wealth Advisors Coronavirus, Economic Update, Business Management 2 Comments

Now that your business has gone through the loan application process for the Paycheck Protection Program (PPP) loans, it’s time to turn your attention to the forgiveness part of the …

cares act round two

CARES Act Round-Two: New Coronavirus Package Releases $484 Billion

Glass Jacobson Wealth Advisors Economic Update, Coronavirus, Business Management Leave a Comment

Although $2.2 trillion from the CARES Act may sound like a lot, it wasn’t quite enough to meet the needs of America’s many small businesses. So, the U.S. federal government …

navigating stock market 2020

Navigating the Ups and Downs of the Stock Market in 2020

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Coronavirus, Economic Update, Personal Finance, Investing, Tax Planning For Individuals 1 Comment

These are the times that try investors’ risk tolerance, patience, and behavioral biases . . . and men’s and women’s souls. Modern portfolio theory drives our processes at Glass Jacobson. …

market volatility

How to Navigate Market Volatility

Glass Jacobson Wealth Advisors Tax Planning For Individuals, Coronavirus, Economic Update, Personal Finance, Investing Leave a Comment

With so much uncertainty facing the US economy, and the world, it is easy to let fear dominate investment decisions. When the market falls 30% in one month it’s natural …