Month: April 2020

Three-Year Average Annualized Returns by Starting Interest Rate Level

Portfolio Change to Balance Market Opportunities and Risks

In recent weeks, stock and bond markets have been turbulent as the current and future impact of the coronavirus is being incorporated into investment markets. With our upcoming quarterly investment update, we will provide a more in-depth update on recent market events. As is our practice, we are monitoring portfolios to balance risks and opportunities within …

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Beware of Economic Impact Payment (Stimulus Checks) Scams

CARES Act – Retirement Plan Changes for 2020

Required Minimum Distribution Rules Are Suspended for 2020 In normal times, after reaching the magic age, you must start taking annual required minimum distributions (RMDs) from traditional IRAs and from qualified retirement plan accounts. The magic age is 70 1/2 if you attained that age before 2020 or 72 if you attain age 70 1/2 …

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paycheck protection program loans

Paycheck Protection Program Loans

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES Act contains many provisions for businesses and individuals, but the most impactful provision for small businesses in the immediate term is the Paycheck Protection Program loan. The Paycheck Protection Program loan will provide up to $349 …

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