facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

What’s New

What Business Owners Need To Know About The Paycheck Protection Program Loan Forgiveness Thumbnail

What Business Owners Need To Know About The Paycheck Protection Program Loan Forgiveness

The Paycheck Protection Program (PPP) was designed to assist employers in maintaining payroll even when they were shut down or limited by the COVID-19 containment efforts. The most appealing part of the program, perhaps, was the fact that the loans would be eligible for either partial or full forgiveness. While helpful, the program has had many problems and been a source of much confusion for business owners. The Small Business Administration (SBA) recently issued rules that clarify many of the rules. Here are the most important things for business owners to know about PPP loan forgiveness.

Read More
Worried About Your Financial Plan?  Thumbnail

Worried About Your Financial Plan?

It’s now been a few months since everything turned upside down due to COVID-19, and there’s still no real end in sight. The coronavirus pandemic and its far-reaching implications has undoubtedly caused you to experience an unprecedented amount of stress.

Read More
4 Key Financial Lessons From The Last Recession Thumbnail

4 Key Financial Lessons From The Last Recession

The past has much to teach us. Whether good or bad, we can look back, learn from mistakes and victories, and apply these lessons to our current situation. So, as we experience wild volatility, record market drops, and the beginnings of what many are calling the next recession, we have the opportunity to take what we learned from the market crash of 2007/2008 and move forward. Here are 4 financial lessons the last recession taught us.

Read More
How To Manage Your Finances In A Crisis Thumbnail

How To Manage Your Finances In A Crisis

Given the current social distancing guidelines, market volatility, and rise of unemployment, to say these are stressful times is an understatement. You are undoubtedly experiencing a multitude of emotions, including uncertainty and fear.

Read More
I Am Here For You Virtually! Thumbnail

I Am Here For You Virtually!

How often recently have you woken up worried or gone to bed at night with your mind racing? For most of us, our schedules have been turned upside down; we don’t know what’s going to happen with our businesses or jobs; we’re concerned for loved ones; and we’re apprehensive about the markets and the economy. We get it. We are living in unprecedented times and there is no crystal ball to tell us what our world will look like in three months.

Read More
What You Need To Know About Recessions And Bear Markets Thumbnail

What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008?

Read More