With no movement on negotiations for a second COVID-19 relief bill from lawmakers on Capitol Hill, President Trump signed an executive order and several memorandums …
Tax Strategies That Are Keeping Charitable Giving Alive
As expected, charitable giving by individuals began to wane after the Tax Cuts and Jobs Act (TCJA) increased the standard deduction for millions of taxpayers. …
Life Insurance May Offer More than a Death Benefit
Most people are aware that life insurance offers a death benefit. After all, that’s why they take out the policy. But did you know that …
When Can We Expect Economic Normalcy?
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 …
Navigating the Ups and Downs of the Stock Market in 2020
These are the times that try investors’ risk tolerance, patience, and behavioral biases . . . and men’s and women’s souls. Modern portfolio theory drives …
How to Navigate Market Volatility
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% …
