Putting Market Declines in Perspective
In this short four-minute video, Senior Advisor Alisa Skatrud looks at past market downturns to put the current decline in context and to examine what history tells us we should expect from here.
Legislative Updates to Charitable Giving
Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable giving. There were important changes made to the tax rules on charitable gifts both in... Read More →
Recent Changes to RMDs
Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020.... Read More →
Market Recovery vs. the Headlines
Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example on CNN: “The Economy is Plummeting”). On Friday, the April jobs report indicated that the... Read More →