Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®

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CARES Act: IRA and Retirement Plan Provisions

There are several provisions in the CARES Act, which was signed into law on March 27, 2020, that provide flexibility to retirement account owners. In a previous blog post, we discuss the suspension of Minimum Distribution Requirements for 2020.  But perhaps the most significant change to IRAs under the CARES Act was the establishment of…

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Coronavirus and The Stock Market: Q&As From Our Clients

Global markets closed on Monday approximately 30% off of the highs reached just one month ago. The sell-off has been dramatic and breathtakingly swift. We have been getting some great questions from clients, so we thought we might share some of them along with our thoughts in the following Q&A. We hope you find it…

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Our Thoughts on the Coronovirus Sell-Off

Fueled by fears related to the Coronavirus and compounded by a drop in oil prices, the US stock market has exhibited extreme volatility over the past several weeks. While double digit corrections are not unusual, this has been an historically abrupt decline. When you hear about stock market risk, this is it.  It is the…

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Market Corrections, Bear Markets, and Recessions: A Primer

As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is no wonder that many investors find themselves questioning what lies ahead.  While no one can predict what the markets will do or how people will react to the news of…

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Three Reasons Not to React to Financial News

Stock prices change as new information becomes available.  It’s not surprising that many investors believe that it is crucial to follow financial news carefully and then act quickly on news that might be relevant to their investments.  While this may sound like a good idea, the reality is that you cannot expect to consistently improve…

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Money Management Lingo

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a funny way of saying it. Following are a few of the most common terms related to money management. Assets Your assets sustain your financial being…

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