Client Announcement – Do you know how the CARES Act effects you?

Although we cannot be certain as to what will happen on November 3rd, we know that with every election there is a chance for major policy changes. Specifically, Biden’s tax proposal includes plans for a massive rehaul of the tax code and higher taxes for many. It is crucial to begin plannin …

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insura …

As many of you know, additional COVID-19 relief is expected to be signed into law this week, with most of the additional funding being used for the Paycheck Protection Program to support small businesses. If you are a business owner and this forgivable loan program is right for you, we sugg …

On Friday, March 27th, the President signed into law the  CARES Act, a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources …

On Friday, March 27th, the President signed into law the  CARES Act, a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources …

As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement. Officially entitled the Setting Every Community Up for Retirement Enhancement Act, but more commonly known as the SECURE Act, the new law includes both welcome ch …

Last week I had the good fortune to spend several days at the Goldman Sachs Headquarters in NYC on a Due Diligence trip. We started the first day by listening to John Tousley, their Global Head of Advisor Solutions, who reminded us that Trump has issued 11,500 tweets since being in office, …

In this month’s recap: major stock benchmarks descend as new developments in the U.S.-China tariff dispute lead to a broad risk-off in equities; consumer confidence surges, while the housing market cools.

Recently, LPL Financial published a Thought Leadership piece discussing the many benefits of diversification.  It highlighted the fact that, so far this year, we have seen that a diversified portfolio has benefited investors. 

Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”