2020 – 03/27 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. The primary benefit of this relief is an extension of time to file and pay your taxes. Specifically, what would have been due on…
2020 – 03/19 Featuring Dr. Meir Statman
2020 – 03/17 Featuring Kevin Grogan
2020 – 03/18 Featuring Larry Swedroe
2020 – 03/18 Featuring Larry Swedroe
2020 – 03/18 Featuring Larry Swedroe
2020 – 03/17 Featuring Kevin Grogan
2020 – 03/17 If the rate at which the news, the markets and life as we know it are changing these days has left you with more questions than answers, you’re not alone. This video podcast series produced by our partners at Buckingham Strategic Partners is designed to provide simple answers to your most pressing…
2020 – 03/19 Why does the pain of market loss feel so much stronger than the joy of market gains? Featuring Dr. Meir Statman. Our hope is that in giving you straight answers to some questions weighing on your mind, you’ll be able to apply that knowledge in pursuit of good decision-making. If you…
2020 – 03/24 Bland Garvey is considered an essential business during shelter-in-place and continues to be open for business, but closed to visitors. We continue to follow the procedures below. 2020 – 03/18 We are writing to let you know what actions Bland Garvey is taking in response to COVID-19 and how it may impact…
2020 – 03/03 In many industries, offering a 401(k) plan is a competitive necessity. If you don’t offer one and a competitor does, it could mean the difference in a job candidate’s decision to accept their offer over yours. It could even send employees heading for the door. Assuming you do offer a 401(k), the…
Jeff Johnson, Wealth Advisor, 3/2/2020 “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a career, marriage, life. Your own father probably once said something similar to you. It’s pretty simple guidance, but valuable in its wide applicability. Surprisingly, many people don’t “look” before…
Doug Buchan, 3/2/2020 Allan Rufus, in his book, “The Master’s Sacred Knowledge,” says, “Life is like a game of chess. To win you have to make a move. Knowing which move to make comes with insight and knowledge, and by learning the lessons that are accumulated along the way.” The phrase “life is like a…
2020 – 02/27 by Jared Kizer On Monday and Tuesday of this week, equity markets dropped significantly in response to renewed concerns related to the coronavirus. Over those two days, the global equity market¹ fell by 5.2% and is now down 4.0% for the year. In addition, interest rates fell to record levels, with the…
2020- 02/20 Connie Brezik One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include passing along your ethics and values. You may have become knowledgeable about finance, investments, income taxes and estate planning because you have been successful and have had…