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RMD Planning in 2020 After the CARES and SECURE Acts

Videos

RMD Planning in 2020 After the CARES and SECURE Acts

Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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How to Use a 529 Plan to Help 2020 Grads Celebrate-In-Place During Coronavirus Quarantine

Monthly Newsletters

How to Use a 529 Plan to Help 2020 Grads Celebrate-In-Place During Coronavirus Quarantine

Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.

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Market Commentary: Drop in GDP Expected to Continue

Market Commentary

Market Commentary: Drop in GDP Expected to Continue

Economic news indicated the economic damage from COVID-19 continues to grow. U.S. gross domestic product shrank 4.8% in the face of the coronavirus and social distancing designed to combat its spread. Next quarter, expectations are for a nearly 30% decline. Initial unemployment claims fell to 3.8 million. The number of claims remains high, and the six-week total is more than 30 million.

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Market Commentary: U.S. and Foreign Leaders Moving to Open More Businesses

Market Commentary

Market Commentary: U.S. and Foreign Leaders Moving to Open More Businesses

Leaders around the world announced steps to open up their economies by gradually reducing social distancing as the global economy continued to struggle. In the U.S., more than four million people filed initial claims for unemployment.

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Quarterly Market Outlook: Q2 2020

Videos

Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Retirement Planning in 2020: Making the CARES Act Work for You

Videos

Retirement Planning in 2020: Making the CARES Act Work for You

When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

Blog

Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

Market Commentary

Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

Similarly to last week, investors had to weigh progress fighting COVID-19 and what that means for the future against the economic toll the virus and policies designed to slow it are having on the economy.

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5 Tips for Navigating the Coronavirus Crash

Blog

5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances drop.

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Everything Business Owners Need to Know About the CARES Act

Videos

Everything Business Owners Need to Know About the CARES Act

These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar

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