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Red balloons in the sky

Two Steps Forward, One Step Backwards

by Dr. Charles Lieberman The surge in Covid 19 cases unnerved investors this past week, which is understandable. People did get complacent...
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Required Minimum Distribution

IRS Extends Rollover Deadline For 2020 RMDs

by John Bruggemann, CFP On Tuesday, June 23, the IRS announced a few important modifications to the original changes made by the...
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Covid Update

June 29, 2020 C19 Update

by David Lieberman When we wrote our last C19 memo on June 8, we had expected C19 cases to continue a gradual...
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Not Your Father’s Fixed Income World. Now What?

by Kevin Kelly Portfolio Manager During the first half of 2020, fixed income yields moved substantially, behaving far more volatile than normal...
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Coronavirus, covid-19 news headlines on United States of America 100 dollar bills. Concept of financial impact, stock market decline and crash due to worldwide pandemic

The Media’s Fabricated Surge in Covid-19 Cases

by David Lieberman Managing Partner, Portfolio Manager We have often covered the realities of the media’s natural bias to oversell a catastrophe...
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Tax Advantaged Savings For Healthcare Expenses

by John Bruggemann CFP, Wealth Advisor Most clients are familiar with the various tax-advantaged vehicles we all utilize – IRAs and 401K...
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Recent Posts

Two Steps Forward, One Step Backwards
June 30, 2020
IRS Extends Rollover Deadline For 2020 RMDs
June 30, 2020
June 29, 2020 C19 Update
June 30, 2020

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