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June 10, 2020 Helping Organizations in Need By Paul Miloe, CRPS® The effects of COVID-19 on our lives, families, friends, and financials cannot be understated. In 2020, we’ve collectively faced a situation unlike any experienced prior for decades if not generations. While we all long for advancements in science and medicine (along with a healthy dose [...]
June 10, 2020 Meetings May Look Different, but Planning Remains the Same By Sylvia Salguero, Financial Advisor 2020 has led to many changes in the workplace. As a firm who operates on meetings, communication, and service, it is no surprise that the past few months have been unusual and unique for us and for everyone who works with us. As a client of [...]
June 9, 2020 Non-Qualified Variable Annuities – Time for a Review By Clete Albitz, CFP® If you own a non-qualified variable annuity, a confluence of events has made it a worthwhile time to review your contract. A brief review of this type of account: A non-qualified variable annuity is typically setup by an individual who [...]
June 11, 2020 Navigating the Second Half of 2020 By Vance Albitz, CFP® Many years from now, we’ll reminisce about the year 2020. With all that has happened this year, it’s hard to believe we’re still only in June. Let us briefly look at where we’ve come so far this year. January 3, 2020: China [...]
Economic Data Is Bad, but That’s Not What’s Worrying Investors May 15, 2020 • Recent stock market weakness is not due to the horrible economic data. • Emerging factors point to slower, U-shaped recovery. • We believe volatility will endure as uncertainty remains high. Equity markets are retreating for a fourth consecutive day as dreadful economic data [...]
CARES ACT - Information You Need to Know April 6, 2020 The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time. Most recently, President Trump signed the Coronavirus Aid, Relief, and Economic [...]