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Financial Planning
by David Lieberman Source: ACM United States • It looks like case count has indeed peaked with cases falling to 27,000 yesterday. Case growth grew only 5.1% on Sunday down from 6.0%, 7.3%, 7.7%, and 8.6% the prior days. • The overwhelming majority of states are now showing slowing case count with 45 states out of...
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by Dr. JoAnne Feeney You may have forgotten, given more urgent concerns surrounding the coronavirus, but we are once again at the cusp of earnings season. Make no mistake, this will be ugly. First quarter results will begin to show the impact of the shutdowns, and second quarter guidance even more so. Earnings estimates from Wall...
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by Jeff Deiss CFP, AEP, Wealth Advisor There are certain aspects of our financial lives over which we have some control – our career and how long we work, or how much we spend or save. And there are other aspects which we cannot control, like the daily ups and downs in the stock market or...
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Clients should consider need vs. want when it comes to future income distributions. During the 2008 financial crisis as well as the collapse of oil prices in 2015-16 we found that those clients that could reduce or suspend their monthly income distributions faired far better during each recovery. Currently we have both the oil and...
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by Dr. Charles Lieberman Chief Investment Officer Everyone is naturally fixated on the daily news on the Covid-19 pandemic and the economic repercussions. We know the news will remain horrific on both fronts for at least a few more weeks. But we also have good reason to expect most people who contract the virus and the...
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Investors cheered the government’s $2.2 trillion relief package last week. The S&P 500 climbed 17.8% from Monday through Thursday, although it did give back 3.4% on Friday when the deal actually passed the House. Investors recognized that, while the package will help brunt the blow, containing the virus will take longer than the few weeks...
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by Jeff Deiss CFP, AEP, Wealth Advisor March 28, 2020 Given that many older Americans are at high risk for serious illness from the coronavirus, certain rules have been relaxed as a result to help Medicare beneficiaries manage throughout the crisis. It’s also an important time to pay close attention for scammers and elder fraud. Testing...
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by Jeff Deiss CFP, AEP, Wealth Advisor March 28, 2020 The Coronavirus Aid, Relief and Economic Security Act, (CARES Act) of 2020 is a historic emergency relief program focused on keeping American Workers Paid, Assistance to Workers, Families and Businesses, Supporting America’s Healthcare System in the fight against the Coronavirus, and the Economic Stabilization of the...
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By: Dr. Charles Lieberman, CIO and Dr. JoAnne Feeney, PM The meltdown in the markets and the economy seem to be happening at warp speed. How can this be put to bed, so Americans can have a sense that the crisis will end? The policy needs seem reasonably clear. Policymakers are moving with extraordinary speed,...
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by Dr. JoAnne Feeney Portfolio Manager If you’d gone away for a silent meditation retreat last week, you’d have come back to find your portfolio little changed and would have remained fairly calm, but only until you turned on the news. The S&P 500 finished last week roughly flat, but the violent ride from Monday to...
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