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The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) for this year. This RMD holiday for 2020 is very unique…
Two years ago, amid rising interest rates, trade wars, and concerns that the longest economic expansion in history had to come to an end sometime, market volatility made a comeback. At the time, many investors…
Written by Barbara Bilello, Jane Newton and Abby RosenYou’re focused on hitting a big deadline at work when your father calls. He seems very forgetful lately. As you worry about his well-being, your daughter texts…
Selecting investments for your portfolio is a critical part of planning for your financial future. So where do you start? Stocks? Bonds? Real Estate? The truth is that it is different for everyone, however, there…
Behavioral finance is the study of how people make financial decisions. We are all affected by different biases that impact our decision-making on a daily basis. It’s important to examine and raise awareness of a…
The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…
Uncertainty around the impact of the coronavirus has brought a high level of volatility and has ultimately driven us into bear market territory (a pullback of 20% or more from peak levels). Daily market swings…
With the rapid rise in reported cases of coronavirus around the world, travelers are reconsidering their upcoming vacation plans. For many, that could mean canceling trips while for others, it means looking into travel insurance. If…
Thinking about taking advantage of the current federal estate exemption? A Spousal Lifetime Access Trust may play a critical role in your long-term estate planning. What is a Spousal Lifetime Access Trust (SLAT)? A Spousal…
The SECURE Act, which passed in December, made the most pronounced changes to retirement accounts in a long time. Those changes also have a ripple effect that has us revisiting our clients’ estate plans. Under previous…