Posts Tagged ‘market update’
Coronavirus aid, Relief and Economic Security (CARES) Act of 2020
$2.5 trillion stimulus package passed on March 27, 2020, aimed at providing some financial relief to small businesses and their employees amid the coronavirus pandemic. How does this affect retirees? Temporary waiver of Required Minimum Distribution (RMD) rules Participants who have or are required to take a minimum distribution in 2020 based on the value…
Read MoreKeeping Calm – Even in Crisis
So much of what we aspire to in financial planning is simply freedom – freedom of your time, freedom to pursue opportunity, freedom to achieve purpose. When it allows you to live the life you’ve always imagined, working toward financial independence is a very empowering experience. But the recent global pandemic has challenged our notion…
Read More2019 Mid – Year Investment Update
Greetings, Even though accounts are positive year-to-date after a swift recovery from the Q4 2018 volatility, most people do not realize that the S&P 500 has been essentially flat since the market peaked back on January 26, 2018 (S&P 500: 2,872) over 18 months ago. The S&P 500 closed August 12th at 2,883, only +0.38%…
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