A Stock Market Lesson to Remember

Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard

Pullbacks, Corrections, and Bear Markets

What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help

PA State Tax Filing Deadline Moved, Office update

In this period of change due to the COVID-19 threat, we have seen how decisions by government officials alter by the hour. As a result of this, after we sent out our announcement on Friday,

A Roth IRA’s Many Benefits

Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a

COVID-19 Office Update, Mnuchin Announces Federal Tax Day Moved

Dear Clients – As we have all seen in the past few weeks the situation with the COVID-19 pandemic has been an ever-evolving situation as our government officials grapple with determining the best approach to

Market Concerns: Your Questions, Answered

Often, God shows the “experts” just how little they know and how poor they are at predicting the future.  Last fall, everyone was concerned about a potential recession. Since then, fears had calmed down and

Insurance Needs for Empty Nesters and Retirees

Thinking about coverage as you enter a new phase.   With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be