Planning matters

What’s Going to Be YOUR Story?

We are witnessing history. What started as news reports from China just a few months ago has now ultimately affected every way of life for individuals across the globe. This historical time is different than perhaps other significant moments we’ve witnessed in the last 75 years because of its global scale and the ability for…

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CARES Act Highlights

On Friday, March 27, President Donald Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act to help stimulate the US economy because of COVID-19. We unpack some of the highlights of the CARES Act and provide answers to some commonly asked questions. Direct Payments Perhaps the biggest headline of the Act…

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Relevant? Yes. Natural? No.

A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the spread of a disease by bringing down the rate of transmission and helping minimize or circumvent an outbreak. As I sit here on my birthday, social distancing is the topic consuming the…

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