Category: News

Eddie Van Halen, Cancer, and Money Discussions

Guys, this is a difficult post. It was hard to write, and it may be hard to read. Specifically, if you have recently lost a loved one to an illness, you may want to skip this post. That said, because these topics are taboo, we don’t talk about them enough.

Categories: News

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

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

CARES Act Part I

Thad Schlaud

Are you curious if you qualify for financial help from the CARES Act during the COVID-19 crisis? Wondering when you can expect the relief? Read on as we break it all down for you.

Categories: News, The Market

Q4 2019 Market Review

David Martin

Read on for a look into what 2019 brought to the equity market and where the market is headed as we go further into 2020. Also, where are we in the current economic cycle and what does that means for investment risk?

Categories: Industry Ideas, News, The Market