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Government Acts to Blunt Financial Impact of Global Pandemic

On March 11, the novel coronavirus (COVID-19) was officially declared a global pandemic by the World Health Organization, and two days later President Trump declared a national emergency.1  The unknowns surrounding a new virus make it difficult to predict the potential human and economic toll, but unprecedented steps are being taken to help slow the […]

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Coping with Market Volatility: Could This Be a Chance to Rebalance at a Discount?

In a volatile market, it’s easy to allow your emotions to influence your investment decisions. But if you can keep your cool while those around you are losing theirs, you may be able to take advantage of potential opportunities. One way to do that is by reviewing your portfolio to determine if it’s time to […]

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Tax Deadline Extension

Due Date for Federal Income Tax Returns and Payments Postponed to July 15 Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020. No interest, penalties, or additions to tax will […]

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CARES Act 2020: What This Means for You

We are facing unprecedented times right now with the COVID-19 pandemic. During this time of considerable uncertainty, the US government has passed the Coronavirus Aid, Relief and Economic Security (CARES) Act. The passing of this act provides much relief for Americans while impacting taxes, loans, and health insurance. At Austin Asset, we want to keep […]

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Student Loan Payments and COVID – 19

Federal Student Loan Borrowers Get Some Relief Due to COVID-19 On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.Ω Here is what you need to know. Does the relief apply to all student loan borrowers? No, unfortunately not. Only borrowers […]

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A Note to Our Clients Regarding COVID-19

Updated July 23, 2020   As we continue to navigate these unprecedented times, the safety of our staff and our clients remains our utmost priority. The office has been effectively closed since mid-March as we support our local leaders’ decisions in helping limit the transmission of the virus. Our team longs to meet with clients […]

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Coronavirus and Dimensional’s Business Continuity Plan

Considering recent developments related to the coronavirus, we would like to make you aware of the measures we are taking. Our focus is on protecting the health and wellbeing of our employees, clients, and guests and ensuring we are prepared to effectively manage the investment solutions and deliver the high level of client service we […]

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The SECURE Act: Major Tax Changes Become Effective in 2020

As a Financial Advisor at Austin Asset, I am routinely keeping up with changes to tax laws and how that impacts our financial planning assumptions.  One of the largest reforms just occurred and here is what you need to know: The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by the House […]

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Financial Advisor Titles Don’t Tell Us Anything … The Service Model Does

I am a Wealth Advisor. It was not until recently that I realized this statement does not clearly define what I do. Why? Because there is no consistency in the financial advice business for job titles. For example, the financial services industry uses the title Financial Planner, Financial Advisor, Investment Manager, Asset Manager, and Wealth […]

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Published Work: OTL Magazine – What should you do about market highs?

Global stock markets have performed strongly during 2017, pushing many broad market US and international indices to new highs. While investors welcome the performance, many also question whether they should reduce their exposure to stocks. The answer typically depends on their financial position relative to goals, investment horizon, and tradeoffs such as taxes. Investors with sufficient assets nearing retirement might consider reducing stock positions to reduce expected volatility.

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