/Financial Planning

Key Provisions of the CARES Act

Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. To put this monumental legislation [...]

By |2020-04-08T10:23:15-07:00April 8th, 2020|Financial Planning|

Coronavirus and More

Coronavirus and More We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on edge. Several clients, understandably, have expressed concern. Some want to “plow more cash” into the markets, essentially chasing a discounted stock price. Others fear they should be [...]

By |2020-03-06T11:04:19-07:00March 6th, 2020|Financial Planning|

Measuring the Value of Advice

Measuring the Value of Advice One study asserts that these relationships can make a difference for investors.  What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that [...]

By |2019-11-21T10:29:33-07:00November 21st, 2019|Financial Planning|