Monthly Economic Update

Monthly Economic Update

In this month’s recap: The CARES Act moves to assist Americans quarantined by COVID-19, providing relief with a $2T stimulus package; markets worldwide react to coronavirus-related volatility. Monthly Economic Update THE MONTH IN BRIEF The Coronavirus Aid, Relief, and...
The Coronavirus Effect on the Financial Markets

The Coronavirus Effect on the Financial Markets

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic impact, and by the time we can, the...
Teaching Your Heirs to Value Your Wealth

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable...
Under-appreciated Options for Building Retirement Savings

Under-appreciated Options for Building Retirement Savings

More people ought to know about them. There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy of attention? Are there prospective benefits for retirement savers that remain...
Less SALT for Taxpayers to Subtract

Less SALT for Taxpayers to Subtract

What does the new federal cap on state and local tax deductions mean for you? Provided by Brower Financial Group. Have you routinely itemized your federal tax deductions? In 2018, you may decide to take the standard deduction instead. One possible reason: the new...