Find the Right Resources       

While many investors are losing confidence in their investments due to the recent market volatility, there are those out there who may find this an opportune time to pad their portfolio. But before you do, take these considerations into account. Then, if you're still interested, get in touch with your investment advisor to review your options.

We are here for you and we want to take a moment to update you on our thoughts related to the coronavirus, its impact on the financial markets, and, ultimately, on your personal financial situation.

... perhaps you should take the advice of some of the world’s savviest investors and turn away from the stock ticker for the rest of the day. You may be envisioning dollar signs flying out of your wallet and you want to get on the phone and sell. You may even see an opportunity to buy. However, most market gurus will say that if you have a wise strategy in place, it's typically best to stay the course.

In this issue: - Six Most Missed Deductions - Secure Act Changes - When Should I File My Tax Return?

The current volatility of the stock market seems daunting and can cause some tension. While the shake-ups in the market is certainly cause for pause, it is important to keep perspective. Investment decisions should be based on sound principles, and good information rather than out of worry. We keep an eye on the long term, and encourage you to do the same!

This infographic provides an overview of notable changes to the SECURE act. It is not intended to encompass all 2020 changes to, or the entirety of the SECURE act. Consult your Advisor for additional information and resources.

When your local weather forecaster tells you that it's going to rain, what do you do? That's easy--you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather?