Estate Planning

Stimulus 2.0 is Here! / China- Important? / Happy New Year!

Stimulus 2.0 is here China- Important? Happy New Year Finally, after months of debate, Stimulus 2.0 is ready to go.  Stimulus checks should be in process rather quickly. The stimulus includes $600 checks to eligible individuals, expansion of the Paycheck Protection Program for small businesses, Medical Expense Deduction hurdle made permanent, Charitable Contributions, Flexible Spending […]

Stocks Down-No Stimulus Yet & Info on Biden Income Tax Platform (GA)

Stocks Down – No Stimulus Yet Biden Income Tax Platform (Georgia) Stocks took a breather last week as the stimulus stalemate overshadowed the vaccine distribution plan that is creating optimism.   It appears most of the stimulus debate is in the details, and not the size.  Let’s hope this gets done ASAP, as we currently have […]

Vaccine News!

Vaccine News Propelling Markets! The popular consensus is that former Vice-President Biden is the president-elect and the republicans will hold the Senate leaving a split congress.  Most market forecasters believe this is a perfect cocktail for more stock market gains. Now, both Pfizer and Moderna have vaccines that look to be over 90% effective.  The […]

WOW! And Not the Election

WOW! And Not the Election!  Futures this morning are SOARING, as Pfizer and BioNTech announced a Covid-19 vaccine efficacy rate above 90% after the 2nd of 2 doses.  It’s suggested that protection is achieved 28 days after the initial vaccination.  Let’s all hope this is the beginning of the end of this mess! It’s no […]

Our New “Normal”…

Practically all of us have been impacted in one way or another over the last month.  We ARE certainly in this together.  Hang in there, as we WILL get through this! What is now being highly debated?: When will new cases and deaths from this virus peak then drop? Will there be a re-occurrence of […]

Markets Rebound Last Week & Employment Continues the Trend!

After a couple of weeks of weakness (because thoughts the Coronavirus would slow down the global economy), the market last week changed its mind sending equity indexes back up towards record highs! The S&P 500 rose 3.21% leaving the index now up 3.17% year-to-date.  The Dow Jones rose 3.06%; the Russell 2000 2.67% and the […]

Markets Impacted by Coronavirus!

Markets Impacted by Coronavirus… All equity market indexes pulled back last week as the uncertainty on the Coronavirus impact is front and center on investor minds.  We certainly know the transportation sector will take at least a temporary hit.  Starbucks, KFC, Pizza Hut, McDonalds, various hotel chains, and airlines will be immediately impacted.  Also on […]

Markets Continue to Rise… But For How Much Longer?

Markets Continue to Rise… But How Much Longer? Election Process to Begin Shortly!  Fun Stuff! Today the markets will not rise or fall.  The markets are closed to celebrate the Life and Achievements of Martin Luther King Jr., a civil rights leader well-known for his contribution to ending racial segregation and for racial equality.  It’s […]

Confused on the Secure Act? Read this!

SECURE Act is Official! “Setting Every Community Up for Retirement Enhancement” After months of speculation the SECURE Act is now official.  There are several parts to the SECURE Act; however I will summarize the main provisions that will impact our clients, prospective clients and additional blog readers. Required Minimum Distributions (RMD’s) Prior to the SECURE […]

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