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Apr 29, 2020

Financial Planner Matt Anderson discusses a handful of practical strategies you can employ in this environment. Portfolio strategies involving loss harvesting, portfolio repositioning, and concentrated stock as well as planning opportunities from the 2020 RMD waiver in the CARES Act--Roth Conversions and gifting...


Apr 27, 2020

Simon discusses how over this 20-day bounce the strongest stocks and sectors have continued to lead and the weakest have continued to lag. This divergence may continue, although asset flows in and out, respectively, have hit extremes. He also looks at the rally relative to others of this magnitude, all of which...


Apr 23, 2020

Beating the virus is not a cure-all for the economy. Depending on how long it takes the damage may be lasting. Some areas may never see growth returning to previous levels, but that doesn't mean it trails indefinitely lower. This week, a look at how this plays out and what it means beyond 2020.


Apr 20, 2020

Simon discusses the impressive bounce off the late-March lows that have recovered more than half the recent market decline. He puts in perspective and offers that it is too early to declare that the declines are behind us. He also suggests we should not worry about trying to buy at the "bottom" as it likely does not...


Apr 16, 2020

Ann discusses some of the provisions of the CARES Act including the 2020 RMD waiver, the Coronavirus-related Distribution, new relaxed retirement plan loan provisions, and new deadlines associated with the delay of the tax filing deadline.