Large and In Charge? Giant Firms atop Market Is Nothing New. Tech standouts are drawing attention for their perceived sway on stocks, but leaders become laggards. From Dimensional Fund Advisors with additions by Thomas Connelly, CFP, CFA. A top-heavy stock market with...
The IRS Expanded CARES Act Tax Breaks Notice 2020-50 Impacts Retirement Plan Distributions & Loans Sources: Forbes.com, accountingtoday.com. IRS.gov Last Friday the IRS expanded the number of taxpayers that qualify to tap into their retirement plans under the...
[vc_row][vc_column][vc_column_text] Monthly Market Report: May 2020 Financial Markets Continue to Climb Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/6″][vc_single_image...
The Paycheck Protection Program Flexibility Act (PPPFA) PPP extension and flexibility What’s the Focus of the Act? ► Allows additional time to qualify for loan forgiveness ► Eases restrictions on how much should be used on payroll[/vc_column_text][vc_column_text] They...
The SECURE Act What IRA Holders Should Know What’s the Focus of the Act? ► Modifies RMD rules for retirement plans ► Provides broader access to retirement plans ► Increases lifetime income options in retirement plans The Key Impacts RMD START DATE...
