Don’t Be Naïve This November

I usually try to avoid offering political commentary, however, considering the high stakes of the upcoming election drastic times call for drastic measures. Recently, one of my clients made a comment that caused me grave concern about the propaganda coming out of the...

REASSESSING FINANCIAL GOALS AMID PANDEMIC

As the Coronavirus resurgent intensifies, a major showdown is underway in Washington DC. The U.S. economy has dipped into a recession and in parts of the country our healthcare system is being pushed to the limit. The House and Senate have released their respective...

IRA RELIEF DURING PANDEMIC

As the Coronavirus continues to spread and the lockdown remains active in many places of business, some Americans have been hit hard financially. Many retirement accounts have also taken a serious blow although markets are beginning to recover. In these very difficult...

Stimulus Package or Widening the Wealth Gap?

The World Health Organization has declared the rapidly spreading coronavirus (COVID-19) a pandemic. This virus began in China and quickly spread to the United States creating not only a healthcare crisis, but a financial crisis. Non-essential businesses have been...

Market Plunge, Dow Has Worst Drop Since 2018

Unless you have been out of the country the past few weeks, you are probably aware that the Dow Jones IndustIARl Average (Dow) had its worst two-day plunge since 2018. The Dow, is a stock market index that measures the stock performance of 30 large companies listed on...

The Secure Act Becomes Law

With the clock winding down on 2019, we were bombarded with a number of serious economic and political issues. The impeachment of President Donald J. Trump was making headlines. The trade war between the U.S. and China was heating up and the threat of increasing...