Business

Market Update Video

Having an emergency fund is more important than ever, unfortunately with interest rates near record lows, finding a great place to keep that money is harder than ever.

We hosted a panel discussion on current market and economic conditions featuring prominent investment professionals from MFS Investments and JP Morgan Asset Management. The webinar was moderated by Les Globits, our Chief Investment Officer, and Karey Edwards, one of our Senior Financial Advisors

Are you considering a personal loan for financial help during this pandemic?

With the passing of the CARES Act, Congress provided some financial relief to retirees by waving required minimum distributions (RMDs) for 2020.

Every year the IRS unveils their “Dirty Dozen” scam list.

Every year the IRS unveils their “Dirty Dozen” scam list. With more money coming, these scams will explode over the next few months.

Did you know that through the end of the year, you can withdraw money from your IRA if you are under 59.5 years old without the normal 10% penalty, as long as you meet the qualifications under the cares act?

Kevin often talks about being a long-term investor. But what if you want to have a little fun being a trader?

Last week, Jamie Dimon, CEO of JPMorgan Chase said:  “The word unprecedented is rarely used properly,” Dimon said this week. “This time, it’s being used properly. It’s unprecedented what’s going on around the world, and obviously Covid itself is a main attribute.”