Monthly Market Report: JUNE 2020 Emerging Markets Rally in June Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Continue to Rally In the month of June, international developed stock markets returned 3.42%. Pacific...
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...
