CARES ACT: The Impact on Student Loans

On Friday March 27th, President Trump signed a $2 trillion financial stimulus known as the CARES Act. This immense package is designed at the federal level to help Americans who will be directly impacted by Covid-19 by providing aid to individuals, support to small business sectors, expanded provisions for health care, updated tax deadlines, and […]

Update – Newly Passed CARES Act

We know many of our clients are working through dealing with the implications of Covid-19 on their businesses and day–to-day realities of managing work at a time like this. It is easy to succumb to the stress undoubtedly brought on by the uncertainty and unpredictability that current events present us with day by day – […]

Bear Market: What to Do

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 […]

2020 – Update

One of the positives of having your birthday in mid-January is it gives you the opportunity to reflect back on the prior year (after the hoopla of the Holiday Season and Best of Lists has worn off of course) while simultaneously appreciating the benefit of being a year older and more mature to plan for […]

Blockchain Predictions in Finance for 2020

Blockchain Technology is in general, a digital ledger that can record a plethora of different information. The information is decentralized, often anonymous and public. The information (often transactional) then cannot be changed or fondled with retroactively or proactively, without the alteration of all previous bits of information. In layman’s terms, it is the most hack-proof, […]

The Importance of a Holistic Approach to Finances

When creating a healthy diet for your family you look at many things. What does each person need? For instance, if someone is diabetic you would watch for the amount of sugar in a meal or if someone has high blood pressure the amount of sodium. What do they like or dislike eating? What goals […]

Best Accounts to Save for Education Expenses

Parents and students who are currently completing the FAFSA and learning about financial aid may be kicking themselves for not having a better plan in place to pay for college. When it comes to college costs, a little planning can go a long way. There are several useful ways to save money for your child’s college education, each of which […]

How Cultivating GRIT Can Help You Achieve Your Financial Goals

By now you might have heard of the term grit and the author Angela Lee Duckworth.  In her book, “Grit: The Power of Passion and Perseverance,” she explains how through her research on high achievers she discovered that more so than talent or IQ, the largest determining factor of success was if they had that […]

Steps to Take in Preparation of (Impending) Recession

As another Summer comes to a conclusion, all you will hear from TV pundits and news articles is the next recession is impending. It seems a recession is always just around the corner! The Nostradamus of recession predictions is the Inverted Yield Curve which was achieved last week and just in time for Back to […]

CARES ACT: The Impact on Student Loans

On Friday March 27th, President Trump signed a $2 trillion financial stimulus known as the CARES Act. This immense package is designed at the federal level to help Americans who will be directly impacted by Covid-19 by providing aid to individuals, support to small business sectors, expanded provisions for health care, updated tax deadlines, and […]

Update – Newly Passed CARES Act

We know many of our clients are working through dealing with the implications of Covid-19 on their businesses and day–to-day realities of managing work at a time like this. It is easy to succumb to the stress undoubtedly brought on by the uncertainty and unpredictability that current events present us with day by day – […]

Bear Market: What to Do

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 […]

2020 – Update

One of the positives of having your birthday in mid-January is it gives you the opportunity to reflect back on the prior year (after the hoopla of the Holiday Season and Best of Lists has worn off of course) while simultaneously appreciating the benefit of being a year older and more mature to plan for […]

Blockchain Predictions in Finance for 2020

Blockchain Technology is in general, a digital ledger that can record a plethora of different information. The information is decentralized, often anonymous and public. The information (often transactional) then cannot be changed or fondled with retroactively or proactively, without the alteration of all previous bits of information. In layman’s terms, it is the most hack-proof, […]

The Importance of a Holistic Approach to Finances

When creating a healthy diet for your family you look at many things. What does each person need? For instance, if someone is diabetic you would watch for the amount of sugar in a meal or if someone has high blood pressure the amount of sodium. What do they like or dislike eating? What goals […]

Best Accounts to Save for Education Expenses

Parents and students who are currently completing the FAFSA and learning about financial aid may be kicking themselves for not having a better plan in place to pay for college. When it comes to college costs, a little planning can go a long way. There are several useful ways to save money for your child’s college education, each of which […]

How Cultivating GRIT Can Help You Achieve Your Financial Goals

By now you might have heard of the term grit and the author Angela Lee Duckworth.  In her book, “Grit: The Power of Passion and Perseverance,” she explains how through her research on high achievers she discovered that more so than talent or IQ, the largest determining factor of success was if they had that […]

Steps to Take in Preparation of (Impending) Recession

As another Summer comes to a conclusion, all you will hear from TV pundits and news articles is the next recession is impending. It seems a recession is always just around the corner! The Nostradamus of recession predictions is the Inverted Yield Curve which was achieved last week and just in time for Back to […]

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