Resources

Relief for Retirement Account Owners

The BAM ALLIANCE, 8/4/2020 On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners…

Code Name: Monte Carlo

Sheldon McFarland, VP, Portfolio Strategy and Research, 8/4/2020 What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during the height of World War II? An atomic bomb of course, and a sophisticated simulation…

Have a Conversation, for You and Your Family

Connie Brezik, 6/29/2020 During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns. Making sure you and your family are prepared for these situations – now and in the future – is an…

Minimize Regret Over Maximizing Returns

Doug Buchan, 6/29/2020 “Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal? Bronnie Ware would beg to differ. More on her in a moment. Personally, I can’t remember coming across…

Money and Happiness

Susan Strasbaugh, CFP®, EA, AIF®, 6/3/2020 “Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economists and social psychologists have studied this topic – the intersection between money and…

Is COVID-19 Creating An Education Planning Crisis?

Tim Maurer, Director of Advisor Development, 6/3/2020 Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full of uncertainty about whether or not college campuses would even reopen for the fall semester, there…

The Key To Saving More For Retirement: Using Your Imagination

Tim Maurer, Director of Advisor Development, 5/4/2020 The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s precisely our fixation on the present that causes us to struggle to follow through on our intentions to secure our…

Charitable Giving Opportunities Under the 2020 CARES Act

Elliot Dole, CFP®, EA, AEP®, CExP™, CAP®, 5/4/2020 The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to nonprofits. These included revisions to the Internal Revenue Code intended to provide additional tax benefits to taxpayers…

Top 10 CARES Act Provisions You Need to Know About

The BAM ALLIANCE, 5/4/2020 What programs in the government’s enormous coronavirus and economic relief package – the CARES Act, which went into effect at the end of March – apply to you, your financial goals this year, and your longer-term plan? How do you even begin to get a handle on everything in the law,…

The Market Volatility Survival Tool: True Grit

Tim Maurer, Director of Advisor Development, 3/26/2020 Is recent stock market volatility bugging you? Do you wince with every headline announcing the expansion of quarantines, knowing the market will likely panic? Do you sneak a peak at your portfolio’s performance more than quarterly (or perhaps even annually)? Does market volatility tempt you to question your investment…

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