Coping with Market Volatility: Understand How Your Biases Can Affect Investment Decisions

As individual investors, we are commonly drawn to what is going on in the market.  Often, the things that draw us in are engineered to make us react.  In doing so, we can often come up with reasons why we should buy or sell.  When asked to explain our reasoning it is often a ‘gut […]

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Greg’s “I Can!” Story

Greg has been a supporter and donor of Any Baby Can for many years. Hear about why giving to Any Baby Can has changed his and his family’s perspective. 

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Coping with Market Volatility: Be Sure to Use Appropriate Benchmarks

It is not hard to find out how the ‘market’ is doing today—our news reports on it nearly every minute.  Our colleagues, neighbors, close friends and family talk about it.  We see it on social media and in our inbox. Eventually, this leads to us wondering how our investments are doing against said ‘market.’ So, […]

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Coronavirus Affects Federal, State, and Local Deadlines

Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic.  Here are just a few of the deadlines that have been affected. Federal and state income taxes The IRS has postponed the due date for filing federal income tax returns and making tax payments from April 15, 2020, to July […]

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CARES Act 2020: What This Means for You – Newsletter

The new Coronavirus Aid, Relief and Economic Security (CARES) Act provides relief for American individuals and businesses while impacting taxes, loans, and health insurance.  Take a look at our recent newsletter to see how our team breaks down what you need to know about the CARES Act.

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Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis, Not just PPP and EIDL

Throughout March 2020, as it became increasingly evident that the economic impact from the COVID-19 pandemic would be both profound and prolonged, Congress passed several pieces of legislation with provisions to help small business owners shore up their business’s coffers and keep employees on the payroll. Within a few weeks, initial funding for the two […]

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If I leave my company, can I take my life insurance policy with me?

If you leave your company, you can often continue your life insurance coverage with the same insurance company. The group life insurance contract under which you are insured may have a conversion privilege available to all employees who are insured under the employer’s group plan. A conversion privilege will be subject to certain conditions described […]

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Receiving Unemployment Benefits

We are faced with an unprecedented time in our history.  COVID-19 has impacted us in ways unforeseen.  And for many, this is the first time they have found themselves without employment.  Below are answers to some common questions regarding unemployment benefits. Am I eligible? Although specific eligibility requirements vary from state to state, most states […]

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Watch Out for Coronavirus Scams

Fraudsters and scam artists are always looking for new ways to prey on consumers.  Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic.  Federal, state, and local law enforcement have begun issuing warnings on the surge of coronavirus scams and how consumers can […]

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Coping with Market Volatility: Continuing to Invest May Help You Stay on Course

In the current market environment, the value of your holdings may be fluctuating widely — and it’s natural to feel tentative about further investment. But regularly adding to an account that’s designed for a long-term goal may cushion the emotional impact of market swings. If losses are offset even in part by new savings, the […]

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