April 3, 2020

In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year.  For those of you who have not already filed your 2019 tax returns, you now have more time to prepare and pay.  In fact, for those who owe money to the IRS for federal income tax for 2019, this may be the first time you can get a p...

March 27, 2020

As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has been passed by the House and is expected to be signed into law by the president within hours.  The bill includes a wide range of spending, from loans to outright payments to individuals, businesses, hosp...

March 22, 2020

We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed course to fall once again.  This type of market movement can be very unsettling, but as investors it is important to make sound decisions in the face of fast-moving markets.  Here are 3 tips to weather market...

March 6, 2020

Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are, how they work, or how to choose from the many options available.  In this installment of “Investor Basics” on mutual funds, I hope we can answer some of your questions.

What is a Mutual Fund?

Imagine 100 peo...

February 28, 2020

On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had resulted in fear-based market sell-offs that ultimately became good buying opportunities.  During the 2003 SARs outbreak for example, Global markets rapidly fell 12%, but then quickly recovered once the...

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