Looking Beyond COVID-19

Government-Mandated Recession — Bigger Government — Bigger Companies — Big Political Change? — Opening the Economy? Federal and State Mandated Recession COVID-19 led to a government — Federal and state-mandated recession to mitigate the virus. This commentary reviews how the government-mandated recession will likely increase government involvement in the economy, lead to market leaders further …

Reducing Consumer and Investor Caution — First Steps

Virus Mediation Our last commentary, Perspective-Moving Beyond COVID-19 (3/25/20), focused on consumers’ “psyche” as one key to the ultimate speed of an economic recovery. Improved consumers’ “psyche” will likely require more than mediation policies to reduce their virus-induced caution. The same concerns affect investors’ “psyche.” Virus Therapeutics Initially, moderating the virus impact will hopefully come from therapeutics …

COVID-19 Update: CARES Act Impacts for IRAs

On March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) into law. The legislation, which contains more than $2 trillion of stimulus and relief measures, has been widely publicized, and provides Americans much needed assistance as we all cope with the COVID-19 pandemic. The CARES Act also has …

Stimulus Package: Notes for Small Business Owners

You have probably been following the progress of the stimulus bill through negotiations all to the way to signing. Now that it’s been signed into law, small business owners have access to new resources to help them weather these extraordinary circumstances. There are two provisions in particular that you may need to take action on …

Stimulus Package: Beyond the Rebate

Our previous article addressed what we know about Recovery Rebates. However, there are other parts of the CARES Act that you need to know about. Let’s dive in.   RMDs waived in 2020 If you were previously expected to take Required Minimum Distributions (or RMDs) from your traditional IRA, SEP IRA, SIMPLE IRA, 401(k), 403(b), …

Stimulus Rebates: How Much Will You Get?

By now you have probably heard that the stimulus package (also known as Coronavirus Act, Relief, and Economic Security Act, or CARES Act) has been signed into law. The purpose of the bill is to give Americans a financial bridge until quarantine measures are lifted and people are able to go back to work. The …

March 2020 Market Update

                Watch this video by Jim Hiles for a March 2020 investment update.

CARES Act Highlights

                  Watch this video by Jim Hiles to learn more about the CARES Act.