by Kenny | Apr 22, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important retirement-related provisions. Because some of these provisions are confusing, several misconceptions about the new... by Kenny | Apr 21, 2020 | Uncategorized
– David Young, CFA Oil Prices: A Primer Like many commodity contracts in the investment world, oil futures trade on a time-based curve. By this, we mean that oil futures contracts have different expiration dates. At the expiration date a contract holder takes... by Kenny | Apr 20, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst As the coronavirus pandemic has raged on, we have seen devasting images of overwhelmed hospitals and long lines of cars at food banks. If you are fortunate enough to have money to spare, you might be thinking about how you can help.... by Kenny | Apr 19, 2020 | Uncategorized
Mid-April 2020 Market Update – David Young, CFA We vividly recall the financial crisis of 2008. The economy was quickly contracting, several financial institutions required bailouts, layoffs abounded, and the stock market plunged. But we weren’t grappling with... by Kenny | Apr 16, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst Question: I took 25% of my 2020 required minimum distribution (RMD) from an inherited IRA on March 15, 2020. Can that be “undone” in accordance with the CARES Act and if so, how? Thanks. Audrey Answer: Hi Audrey, The CARES Act waives... by Kenny | Apr 15, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst I grew up in the northeast, where snow squalls sweep across Lake Ontario and cede to blue skies, where 85-degree summer days change to a biting rain at a moment’s notice. The folksy phrase around town was, “If you don’t like the...