When Can We Expect Economic Normalcy?

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Coronavirus, Economic Update, Investing, Tax Planning For Individuals Leave a Comment

As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our economic well-being. Please consider that …

Maryland 529 plan

Maryland 529 plan: Benefits of Contributing to an MD 529 Plan

Byron T. Deese Personal Finance 3 Comments

Savings for a child’s college education just got a little easier with a Maryland 529 plan. Thanks to a new government program, it’s now possible to receive dollar-for-dollar matching contributions …

covid-19 social security

The Impact of COVID-19 on When to Claim Social Security Benefits

Trey Ingram, CAIA® Coronavirus, Personal Finance Leave a Comment

While COVID-19 won’t affect the amount you receive in Social Security benefits, it may impact when you decide to claim your benefits.   The COVID-19 pandemic has, in short order, upended the U.S. …

market update

Market Update: Stocks Rally While the Economy Suffers

Glass Jacobson Financial Group Coronavirus, Economic Update, Investing, Personal Finance Leave a Comment

The Bureau of Labor Statistics released its job report this past week and while many knew it was going to be exceptionally bad, it is still shocking to read. The …

market update

Market Update: A Historic Month for the Markets

Glass Jacobson Financial Group Coronavirus, Economic Update, Investing, Personal Finance 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 …

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, Investing, Personal Finance, Tax Planning For Individuals Leave a 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. …