Category: Uncategorized

With talk of the virus permeating everything in our lives, I have some great news just in case you are still hiding in the depths of your basement, taking inventory of your toilet paper, and food supplies, or watching a video tutorial on how to sew your own face-mask on YouTube even though you don’t…

The expansive coronavirus-related stimulus package signed into law last week – the CARES Act – has in it several relief measures for small business owners, ranging from various loan programs to tax credits and deadline extensions.Our broader advanced planning team has compiled a one-page overview of CARES Act programs and benefits so that you can…

As you know, the coronavirus pandemic has created both a health crisis and an economic crisis.  As of this writing, there are over 160,000 known cases.1  By the time you read this, there will certainly be more – and that number does not reflect those who have been infected but not tested.  The economic cost,…

The IRS recently released answers to some commonly asked questions about the tax relief provisions designed to help taxpayers and investors dealing with economic fallout from the COVID-19 pandemic. Specifically, the IRS moved its deadline to file 2019 federal income tax returns, pay any outstanding balance, and fund an IRA from April 15, 2020, to July…

On March 18, 2020, the IRS released Notice 2020-17, which provides substantial tax relief designed to help taxpayers and investors dealing with economic fallout from the COVID-19 pandemic. The primary benefit of this relief is an extension of time to pay your taxes. Specifically, with certain conditions, individuals (and trusts) may defer income tax payments…

Watch The Retirement Gamble A class action lawsuit has recently been filed against Vail Resorts over the 401(k) retirement plan, for failing to monitor the investments. The suit alleges that the Vail Resorts 401(k) plan has high administrative fees, and poor net performance, which may have put Vail in a breach of fiduciary duties. Bloom Financial…

As we look at where we are, the Coronavirus has infected more than 90,000 people, and is responsible for more than 3000 deaths and is now making its way to the US. Unfortunately, when we are confronted with something like this when we don’t know what the outcome is going to be, it becomes worrisome…

Coronavirus On My Mind With the Dow dropping over 1,000 points this morning to one of its worst draw-downs in history, the novel coronavirus seems to be on investors minds. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While…

By now, you’ve probably heard about the coronavirus outbreak in the Chinese cityof Wuhan.  As of this writing, there have been about 2,900 confirmed cases, with over 80 deaths.1  Most cases have been within China itself, but the virus has spread to a small number of individuals in over fifteen countries.  As you can imagine,…

As we start the 2020s, we thought it would be interesting to look back at the major themes that defined the 2010s. We’ll skip the geopolitical factors, the rise of social media and the evolution of smartphones to focus on investment themes. The following four investment themes do a fairly good job of summarizing the…