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...
Our COVID-19 Preparedness Plan “Think, act, and communicate from the inside out.” That comes from our core values, which, along with our fiduciary responsibility, represents our dedication to the wellbeing of our employees, our clients and community. To...
Paycheck Protection Program – Loan Forgiveness FAQs The CARES Act includes loan forgiveness provisions for loans received under the Paycheck Protection Program (PPP). The exact details are not yet clear. However, the Small Business Administration (SBA) has...
Daily Market Brief News, analysis and commentary By Logan Robertson and Thomas J. Connelly, CFA, CFP® May 1, 2020 The S&P 500 closed down -2.86% today finishing April up 9.42%. The Dow finished the month up 8.07%. International Developed and Emerging Markets...
[vc_row][vc_column][vc_column_text]April 25, 2020 Dear Friends, Our heartfelt thanks go out to you for entrusting us with the privilege of going down life’s road with you during one of the most challenging economic and investing periods in recent memory.The wellbeing...
