by dkelley | Apr 7, 2020 | blog
Coronavirus Individuals CARES Act In these unprecedented times the Federal Government has passed into law the Coronavirus, Aid, Relief and Economic Security (CARES) Act. Below is a summary of individual benefits your family might receive. No Required Minimum...
by dkelley | Mar 16, 2020 | blog
Coronavirus Market UPDATE As I write this, we have officially entered a bear market. The first official bear market since the 2008 financial crisis. The spread of covid-19 has caused supply constraints, lower demand, concerns in the credit market, and...
by dkelley | Mar 6, 2020 | blog
5 Areas of Your Financial Life to Get Organized Before Retirement The dream of retirement can be made a reality with a lot of careful planning and decision-making well before you actually plan to retire. If you are seriously starting to think about your retirement...
by dkelley | Feb 25, 2020 | blog
Coronavirus Scare – US markets entered 2020 at overbought levels poised for a drawdown. The global economy was bouncing back from a difficult 2019 and a manufacturing recession in some parts of the globe. The US-China phase 1 trade deal was helping to boost...
by dkelley | Jan 28, 2020 | blog
Secure Act Passes Into Law Now What? This tax act has many implications we will highlight a few from a high level. We recommend 2020 as a time to review the personal and business plans you currently have in place. The first, and in my opinion, biggest impact is the...
by dkelley | Jan 8, 2020 | blog
Global Asset Allocation Views – Q1 2020 The S&P 500 closed 2019 at a record high and trending in the opposite direction from 2018’s December low. Below I provide the returns of the S&P 500 over the past three years and the largest intra-year declines for...
