Making Sense of the Payroll Tax Executive Order

Thad Schlaud

After negotiations for another stimulus bill stalled for two weeks, President Trump issued an executive order suspending the collection of Social Security payroll taxes from September 1 through December 31, while hinting that it might go beyond that time frame, too. It would impact those making less than $4,000 for…

Categories: News

Putting the Worst GDP Drop Ever in Perspective

Thad Schlaud

Remember back in late May when the Commerce Department reported that our U.S. economy shrank at an even faster pace than previously estimated in the first quarter of 2020 and consensus expectations suggested that the second quarter of 2020 would be far worse? Well, it happened. On Thursday, July 30,…

Categories: News

Did COVID-19 Force You to Wrongly Rebalance?

Thad Schlaud

Did you sell and buy because of market uncertainty? Read on for strategies and insights into rebalancing your investments. There is no question that this pandemic affected markets in 2020. With most indexes reclaiming some of the lost ground, many are worried about what the future holds for their portfolio.

Categories: Industry Ideas, The Market

The 12 Estate Planning Must-Dos

Thad Schlaud

Because estate planning is so important, estate documents should be reviewed and updated as changes arise. To be sure everything is in order, there are 12 things to consider as you review your estate documents. Many of you already have estate documents, probably executed many years ago. That’s a good…

Categories: Life's Little Surprises, News