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Insights


Coronavirus Edition (what else?)

First Quarter 2020|The last few months have presented a rapidly changing financial landscape for those in the investment management, financial planning, tax return preparation and tax advice world. In a series of fits and starts, a number of changes took place. Needless to say, these abrupt changes have created a good bit of thrashing.

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A CARES Act Overview

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply to you.

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You, Your Investments, and the Coronavirus

The term “novel coronavirus” is named after its crown-shaped particles, and it has quickly grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s going to happen next? Will it infect our economy? So far, U.S. markets have remained relatively immune. But should you try to dodge markets that have been exposed?

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