Skip to content

We make asset management and investment planning as easy as possible with insights and information that engages and empowers clients to confident financial decision making.

Get financial insights from Steve directly to your inbox.

Blog

2022 May Stock Market Drop

The S&P500 has not hit the “20%” mark for a market correction but we have hit 14% drop since our last market high for the year. I wanted to provide
READ MORE

SBA EIDL Updates

THE SBA HAS RELEASED THE FOLLOWING UPDATES (PLEASE NOTE ALL THAT FOLLOWS IS FROM THE SBA). On March 29, 2020, following the passage of the CARES Act, the SBA provided
READ MORE

Small Business Help – EIDL and PPP

There are two programs for small business owners, the EIDL loan/grant and the PPP (payment protection plan) loan. Both offer assistance for small businesses. Information is coming out rapidly and
READ MORE

Cares Act

Congress has passed the Cares Act. (link below to full text) https://www.congress.gov/bill/116th-congress/senate-bill/3548/text   There are many items that could affect you and I will be crafting a longer analysis of
READ MORE

Corona Virus – Market Update

Today saw the largest one day drop since 1987 as fear of the corona virus hit the markets. Most market indexes are now down 20% from their high which is
READ MORE
Mortgage rates dropping

Mortgage Rates Likely to Drop

10 Year Treasury Approaching 1% could result in lower 30 year mortgage rates in history The 10 year Treasury Impacts the 30 Year Mortgage The rates on the 10 year
READ MORE

2020 Corona Virus Market Correction

The corona virus continues to dominate the financial press and has resulted in one of the fastest 10% drops in the stock market that we have seen. While its been
READ MORE

Corona Virus – History Lesson

Today (2/24/2019) the Corona Virus impacted stock markets driving market indexes down more than 3%. Fears of the impacts of the virus results in a relatively large one day drop
READ MORE

Secure Act Summary

In the closing months of 2019 Congress Passed the Secure Act and it has some relatively large impacts on retirement savings and retirement plans going forward. I have read several
READ MORE
Skip to content