The Chinese developer Evergrande has been in the news, the fear is they are over-leveraged and will soon miss interest payments to investors. This caused a big sell-off in the stock market on Monday and spooked some investors to the sidelines. As I write, the markets have recovered from the one-day sell-off. Investors who invested […]

The CARES Act is 335 pages and has created a lot of opportunity for proactive tax planning, along with a lot of acronyms – CARES (Coronavirus Aid, Relief, and Economic Security Act), PPP, PUA, FPUC, EIDL, PPPHCEA & PEUC (Pandemic Emergency Unemployment Compensation) or Payments extend until Christmas. A few of the CARES Act law changes […]

Bear markets are NO fun and test the long-term investor. This crisis is even more distributing because the coronavirus has thrown our lives upside down and we don’t know the impact of how it will change our lives potential forever. Things we recommend you do – Review your emergency reserve Review your short & long-term […]

With tax season officially upon us, we wanted to take a moment to: remind everyone to send in their tax documents and information as soon as possible to share a recent white paper (attached) that was co-authored by Robert Walsh. View PDF The paper utilizes real-life case studies and third party analyses to exhibit the […]