What Monsters Are Lurking In Your Portfolio?

What Monsters Are Lurking In Your Portfolio?

It’s the scariest time of the year, as Halloween approaches. It’s time for trick-or-treaters, haunted houses, spooky home decorations, and more. This may be the scariest time of the year, but it only lasts a month. The truth is there could be gaps in your investment...
COVID Economic Update: Fed Chairman Says Recovery Will Take Years

COVID Economic Update: Fed Chairman Says Recovery Will Take Years

On Wednesday, September 16, 2002, Federal Reserve Chairman Jerome Powell offered his assessment of the economic recovery. The press conference offered some positive news, but also a sobering prediction that a full economic recovery will take years.1 The good news is...
Is a Resurgence Threatening Our Recovery?

Is a Resurgence Threatening Our Recovery?

The United States set a somber record on Thursday, July 16, 2020, with more than 75,000 new COVID-19 cases. In fact, the U.S. set new single-day COVID-19 records 11 times between June 17 and July 16. Dr. Anthony Fauci predicts the country will soon top over 100,000...
5 Ways to Reduce Your Taxes in Retirement

5 Ways to Reduce Your Taxes in Retirement

What are the biggest expenses you’ll face in retirement? Health Care? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just because you are done working, it does not mean you’re done paying taxes. Many...
The CARES Act: What Does it Mean for Your Retirement?

The CARES Act: What Does it Mean for Your Retirement?

On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), which provides economic support to Americans who have been impacted by the coronavirus pandemic. You are probably familiar with the highlights of the bill: Direct...
Are You Facing a Retirement Tax Bomb?

Are You Facing a Retirement Tax Bomb?

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their tax treatment. As you may know, these accounts are tax-deferred. That means you don’t pay taxes on growth as long...