Apr 27, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
Many people don’t believe they can deduct their charitable contributions ever since the standard deduction was raised in 2018. But is this true? In these videos, Steve and Travis discuss the ways in which you could maximize and accelerate your charitable...
Apr 24, 2020 | Investment Management, Money Stress, Retirement Plan
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). What Plan provisions have changed due to the CARES Act?Under that CARES Act, both the withdrawal and loan provisions have been changed to allow employees...
Apr 22, 2020 | Investment Management, Money Stress, Retirement Plan
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). Do your employees qualify?As a direct result of the onset of the Coronavirus sweeping the nation, the government signed into law the Coronavirus Aid, Relief and...
Apr 20, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
#1 – Rebalance your equities. Look at your stocks or stock funds. Are there stocks whose prices have dropped further than others? Are their companies which are very likely to get back to normal after this crisis subsides? Market selloffs, like the one we are...
Mar 31, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
The CARES Act is vast, complicated, and, like most major legislation, there is a lot to interpret. It can be broken down into a few primary themes: Protecting household income, savings, healthcare, charities, and employers. Over the next 2-weeks, we’ll cover many of...
Mar 31, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Think of the stock market as the premier rollercoaster at the greatest theme park in the world. You buy a ticket, buckle up, and away you go. You expect there to be slow parts and steep climbs, followed by thrilling drops, swooshes, and flips. Some rollercoasters even...
