As the U.S. and rest of the world continues to struggle with the global COVID-19 pandemic, the Paycheck Protection Program (PPP), a federal loan program
From February 20th, 2020 through March 23rd, 2020, the S&P 500 plummeted 34%. Concerns about the human and economic impact of the Coronavirus drove stock
Why not sell out and get back in when things are calmer? That is the question many investors are asking as the Coronavirus-provoked market volatility
As I sit to write this post, the Dow Jones Industrial Average is down just less than 1,000 points. Concerns around the impact of the
For those who live in states with high income tax rates like New York or New Jersey, you may have been impacted by the 2017
In the final session of 2019, Congress passed and the President signed, the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act), a
When an individual or business needs a tax professional, the credential most typically sought out is the certified public accountant (CPA). However, there is another,
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of
The financial advice industry has long been separated between 1) Registered Investment Advisor firms (RIAs), which operate under the Investment Advisers Act of 1940 and
Act Two The Setting Following his interview of a hedge-fund manager to see if he should manage his retirement assets, the Investor turns his search
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