Important CARES Act Provisions
On Friday, March 27 the Coronavirus Aid, Relief, and Economic Security "CARES" Act was signed into law. The key issues covered in the almost 900-page bill include provisions such as providing liquidity to individuals and businesses, expanding unemployment...
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Constructive Portfolio Actions: Portfolio Improvements Amid COVID-19
The COVID-19 pandemic has had a significant impact on global economies and world markets (to say nothing of the health tragedies). In volatile times like these, human nature causes many investors to want to sell their portfolios for fear...
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How Individual Taxpayers Can Benefit From PA Educational Tax Credits
Individual taxpayers can take advantage of educational tax credits on their Pennsylvania Individual Income Tax Returns through the use of a Special Purpose Entity (SPE). A SPE is a pass-through entity specifically set-up to aggregate contributions of donors and...
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How Unintended Risk May Be Creeping Into Your Portfolio
The stock and bond markets have had spectacular returns since the trough of the market on Christmas eve 2018. The stock market (S&P 500) is now up 44.7% and the bond market (Bloomberg Barclays US Aggregate Bond Index) is...
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How Will the SECURE Act Affect You?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the biggest pieces of legislation regarding retirement plans in recent memory. As with any update to the tax and retirement planning landscape, it’s important to review...
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