coronavirus

Beware of Economic Impact Payment (Stimulus Checks) Scams

Beware of Economic Impact Payment (Stimulus Checks) Scams

The IRS is issuing economic impact payments (EIP) to millions of eligible taxpayers (up to $1,200 for individuals and $2,400 for joint filers). A taxpayer is eligible if their adjusted gross income is below $99k for individual filers or $198k for joint filers. The payments are automatic for eligible taxpayers who have already filed their 2018 …

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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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