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Insight LIVE Videos
Q1 Quarterly Update
2020 in Review
Tis the Season for Year-End Planning
2020 has certainly been a year of unexpected changes and challenges. While we know everyone is eager to flip their calendar and start a...
All That Glitters...
We have spent so much time during 2020 discussing the extreme moves in the stock market and particularly tech stocks, but we haven’t...
Consider a Roth conversion for 2020
2020 has created a sense of urgency about lots of things, including people’s health, finances, education … practically everything....
Fully Recovered, but Hardly Healthy
Recently a few of the large stock indices in the U.S. have nearly recovered to pre-COVID-19 values after suffering 25-35% selloffs just a...
What's in Store for the Rest of 2020?
It’s hard to believe, but we’ve reached the halfway mark in 2020. If you would’ve glanced at the stock market on January 1st and then not...
First Priority: Save the Patient
We initially wrote an article about revisiting your financial plan during this unprecedented stock market volatility. However, now that...
Implications of the "New Normal"
Webinar highlights: - Current spread and fatality rate of COVID-19. - Projections for businesses and industry groups. - Stock market...
The 2020 CARES Act overview
The CARES Act, overview The Coronavirus Aid, Relief, & Economic Stability Act was passed into Law as the largest stimulus legislation...
2020 Q2 Market Outlook - webinar recap
2nd Quarter Market Outlook webinar notes: - Markets have become very volatile, Q1 had best and worst days since 1930's - The Federal...
Why the Economy is in Pretty Good Shape