Resources

CARES Act Includes Relief for Retirement Account Owners

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Notably, several provisions of the CARES Act deal with retirement accounts and offer relief to retirement account owners and/or beneficiaries in a variety of ways. Bland Garvey is providing a Frequently Asked Questions (FAQ) document that summarizes some…

What Do You Do When markets Are Down? Build Wealth!

2020 – 03/26 It never feels great to see the stock market drop, especially by a lot, and then watch as your portfolio’s value falls with it. Fear, frustration, anger, anxiety, helplessness – each is a totally understandable and even appropriate response. But all circumstances, no matter what part of life they touch, come with…

FAQ: Tax Filing and Payment Deadline

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…

What the Heck is Going On?

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…

Pain of Market Loss vs. Joy of Market Gain

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…

Bland Garvey – Business Operations and COVID-19

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…

Lean Into Life After Work

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…

Chess, Poker, Investing and Life

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…

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