Topics
Topic:
Wealth Management and Financial Advisors
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Stay Cautious about Stimulus Scams
One provision of the CARES act is a stimulus check for millions of taxpayers. These payments began to roll out the weekend of April 11 and will continue to be deposited to taxpayer bank accounts, with paper checks possibly following in May. The stimulus checks have created a ripe environment for fraudsters, likely heightened by…
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CARES Act: What that means for your 2020 Required Minimum Distributions
The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law by the President on Thursday March 26, 2020. This sweeping stimulus package was passed in response to the economic threat caused the COVID-19 pandemic. The CARES Act has many different sections, but, in this blog, we are going to focus on the…
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Harold Evensky’s musings on the Coronavirus.
I know that “experts” on what’s happening in the world have inundated you (and me) with pontifications, but I can’t resist putting my two cents in too, so I’ll start with the obvious. It’s scary as hell out there and with good reason. Covid-19 is expanding at a geometric rate, global economies are being decimated,…
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Don’t Let Headlines Interrupt Your Long-Term Strategy
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Evensky & Katz / Foldes
This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.
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