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Tuesday, September 15, 2020

READ TIME: 4 MIN MUTUAL FUNDS VS. ETFS The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other...

 

Wednesday, September 2, 2020

These are extraordinary times, and traditional expectations and measures of value may not tell the whole story. On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February...

 

Wednesday, August 12, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

 

Monday, August 3, 2020

Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. IRS Clarifies COVID-19 Relief Measures for Retirement Savers The...

 

Wednesday, July 22, 2020

Based on the "intermediate" assumptions in this year's report, the Social Security Administration is projecting that the cost-of-living adjustment (COLA), which will be announced in the fall of 2020, will be 2.3%. This COLA would...

 

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Wednesday, July 22, 2020

The IRS provided COVID-19 guidance for health Flexible Spending Arrangements and section 125 cafeteria plans related to high-deductible health plans through Notice 2020-29. The amended rules under the Coronavirus Aid, Relief, and...

 

Tuesday, July 14, 2020

Most economists believe that GDP will turn upward in the third quarter, but it will take sustained growth to return the economy to its pre-recession level. On June 8, 2020, the National Bureau of Economic Research (NBER), which has...

 

Tuesday, July 14, 2020

Have you received what's known as "Form CRS" from your broker-dealer and/or registered investment advisor? Have you received what's known as "Form CRS" from your broker-dealer and/or registered investment advisor? If not, then sometime...

 

Wednesday, June 24, 2020

Understanding your biases may help you avoid questionable calls in the heat of the financial moment. When it comes to your finances, "go with your gut" might not be the wisest adage to follow. In fact, it may work against you,...

 

Tuesday, June 16, 2020

Consider how a cash position could enhance your ability to make thoughtful investment decisions. Holding an appropriate amount of cash in a portfolio can be the financial equivalent of taking deep breaths to relax. It could enhance...

 

Thursday, June 11, 2020

Smart investors are prepared to weather the inevitable rough patches. Anyone can look good during a bull market. Smart investors are prepared to weather the inevitable rough patches, and even the best aren't successful all the time....

 

Wednesday, June 10, 2020

In May 2020, the IRS sent Economic Impact Payment (EIP) prepaid VISA debit cards to individuals who qualified for a stimulus payment under the Coronavirus Aid, Relief, and Economic Security (CARES) Act and didn't receive a payment via...

 

Thursday, June 4, 2020

Headline-induced price swings suggest that investors are making investment decisions driven by hopes and fears, and possibly based on limited information. As hundreds of companies race to develop vaccines and drug therapies that could...

 

Wednesday, May 27, 2020

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you...

 

Friday, May 22, 2020

Try not to let short-term anxiety make you forget your long-term plan. In the current market environment, the value of your holdings may be fluctuating widely — and it's natural to feel tentative about further investment. But...

 

Thursday, May 21, 2020

I have made retirement planning my specialty, focusing in on the needs of educators and employees of non-profit organizations. Student loans are a problem for many educators when developing a retirement plan. The more I researched, the...

 

Tuesday, May 12, 2020

During periods of market volatility, avoid making investment decisions based on emotions If you've been watching the market lately, perhaps the first question on your mind is, "Should I make a big change in my investments?" In reality...