INSIGHTS
Tax Day Extended
By: Franco DiLiberto Tax Day has been extended! On March 21, 2020, the IRS announced that the federal income tax filing due date for 2019 returns is automatically extended from April 15, 2020 to July 15, 2020. This extension applies to all taxpayers, including individuals, trusts, [...]
Fairway Market Perspective
By: Mark Weiskind I guess I can say I’ve been around the business for a long while now. As when in moments like our world is currently going through, I unfortunately am reminded so vividly of feeling this way before. The uncertainty, the doubt, that feeling of [...]
Market Commentary 2/29/2020
By: Matt Garrott February came to a turbulent end with the S&P 500 down 3% or more during three trading sessions last week. The S&P 500 was down 8.23% for the month and 8.27% for the year. The 10-year Treasury yield is under 1.13% as a [...]
Fear is Contagious
By: Matt Garrott Stocks were off by about 3% yesterday on fears that cases of coronavirus are accelerating outside of China. Should you worry? For the “general American public“, the answer is no, according to the CDC. Does that mean that only fools would be concerned [...]
Groundhog Wealth Management
By: Matt Garrott Would you let a groundhog invest on your behalf? That sounds silly, but at least Punxsutawney Phil has a track record. When he saw his shadow, stocks rose 72% of the time. Phil didn’t see his shadow this year. Does that mean sell? [...]
What You Need to Know About the SECURE Act
By: Franco DiLiberto The SECURE Act On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law. This law affects most retirement savers, as well as employers who offer retirement plans to [...]