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July 30, 2020 Recent RMD Updates and Changes

In response to the COVID pandemic, the CARES act was passed causing some changes to your RMD’s

When Is The Right Time To Rebalance Your Portfolio by Ryan Olschefskie

During times of market volatility requires being more proactive with rebalancing your portfolio

Looking Into The Future

With so much negative economic news, and so much current uncertainty — why does the stock market keep going up?

July 4th Market Thoughts by Jim Newman

Considering the crisis in terms of the grieving process

June 28, 2020 Weekend Market Thoughts by Dan Heffernan

Stocks take a break while investors consider rising Covid-19 cases.

June 21, 2020 Weekend Market thoughts by Matt Somberg

Two important economic headlines from last week: the Federal Reserve is buying corporate bonds and May retail sales surged

June 19, 2020 Coronavirus Scams: Info and Tips to Help You Stay Vigilant

Coronavirus Scams: Info and Tips to Help You Stay Vigilant

June 10, 2020 Josh Gottfried Weekly Video Call Number 13

June 7, 2020 Weekend Market Thoughts by Matt Somberg

May 27, 2020 Josh Gottfried Weekly Video Call Number 11

Today we are experiencing three crises; A Medical Pandemic as well as an Economic and Psychological one.