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The Week Ahead – May 4, 2020, Missed our “First Friday” Coffee Chat? No Worries! Access the Replay below and Debbie’s 5 Tax Must-Do’s in a Down Market…all this and more in The Week Ahead!

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The Week Ahead – May 4, 2020, Missed our “First Friday” Coffee Chat? No Worries! Access the Replay below and Debbie’s 5 Tax Must-Do’s in a Down Market…all this and more in The Week Ahead!

It is so captivating to watch the market action (quickest peak to trough in history, 20 day bear market), that it is easy to forget the forest when you are in the weeds. But, remember the forest we must. So, drag yourself from the headlines, and review the following items and start to perform these high value activities.

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Market Commentary: Drop in GDP Expected to Continue

Market Commentary

Market Commentary: Drop in GDP Expected to Continue

Economic news indicated the economic damage from COVID-19 continues to grow. U.S. gross domestic product shrank 4.8% in the face of the coronavirus and social distancing designed to combat its spread. Next quarter, expectations are for a nearly 30% decline. Initial unemployment claims fell to 3.8 million. The number of claims remains high, and the six-week total is more than 30 million.

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Quarterly Market Outlook: Q2 2020

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Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Client Announcement – NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship

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Client Announcement – NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship

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 insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic.

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Market Commentary: U.S. and Foreign Leaders Moving to Open More Businesses

Market Commentary

Market Commentary: U.S. and Foreign Leaders Moving to Open More Businesses

Leaders around the world announced steps to open up their economies by gradually reducing social distancing as the global economy continued to struggle. In the U.S., more than four million people filed initial claims for unemployment.

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Retirement Planning in 2020: Making the CARES Act Work for You

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Retirement Planning in 2020: Making the CARES Act Work for You

When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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The Week Ahead – April 27, 2020 Invite your friends to our upcoming Coffee Chats, 4 Financial Planning Must-Do’s in a Down Market and The Road to Recovery …all this and more in The Week Ahead!

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The Week Ahead – April 27, 2020 Invite your friends to our upcoming Coffee Chats, 4 Financial Planning Must-Do’s in a Down Market and The Road to Recovery …all this and more in The Week Ahead!

It is probably best just to accept that both our lives and the economy will remain constrained by the pandemic into 2021 and look forward to better times thereafter. The sooner we accept that we are stuck on a long and unfamiliar road, the sooner we can consider what this new landscape means for investment choices. Last week, the CDC outlined three phases for a return to normality.

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Did you miss our coffee chat on April 9, 2020? Click here for valuable resources shared on our last coffee chat and information on our upcoming “First Friday” Client Only Coffee Chat (May 1, 2020 at 4:15pm)

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Did you miss our coffee chat on April 9, 2020? Click here for valuable resources shared on our last coffee chat and information on our upcoming “First Friday” Client Only Coffee Chat (May 1, 2020 at 4:15pm)

Thanks to all who attended our Coffee Chat 2.0 on April 9, 2020 on Managing Through the Coronavirus! We hope you found the information useful and timely. We had a great discussion on the various relief measures outlined by Congress and the Federal Reserve. We also discussed different ways to take advantage of the bear market from an investment and planning perspective. We know that we have covered a lot of information during the last several weeks and we wanted to highlight the key items that you should consider.

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Client Announcement – Attention Small Businesses! Do you know what opportunities are available to you through the Paycheck Protection Program?

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Client Announcement – Attention Small Businesses! Do you know what opportunities are available to you through the Paycheck Protection Program?

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 suggest working with your bank to get into the queue as quickly as possible, as it’s likely the funding will run out again.

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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