Complimentary Shredding [Spring Cleaning!]
Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.
Economic Reopening Inspires Optimism #WEVU 06/01/2020
In this week’s episode: solid gains following a short trading week; economic reopening inspires optimism.
Optimism for Economic Recovery #WEVU 5/26/2020
In this week’s episode: Markets rally in reply to positive comments from Fed Chair Powell and further optimism for economic recovery.
"Backdoor" Roth IRAs
If you make too much money to open a Roth IRA, you could create one this way.
Somber Picture for Recovery #WEVU 5/18/2020
In this week’s episode: Powell paints a somber picture for recovery, and the markets slip in reaction.
Employment Reaches Historic Low #5/11/2020
In this week’s episode: Employment reaches an historic low, while stocks climbed in response to economic re-openings.
Looking to Economic Normalization #WEVU 5/4/20
In this week’s episode: Promising drug trials and plans to ease public lockdowns turn thoughts to economic normalization.
Details on the Tax Deadline Extension
The I.R.S. is giving you three additional months to file and pay.
Wild Swings In Oil Prices #WEVU 4/27/2020
In this week’s episode: Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy.
Economic Reality Hits #WEVU 4/20/2020
In this week’s episode: The White House makes plans to reopen the economy, as analysts examine the first-hard economic data reckoning the U.S. reaction to COVID-19.
A Broad Market Rally #WEVU 4/13/20
In this week’s episode: A broad stock market rally, promising signs with COVID-19, and another Federal Reserve program ahead.
Discussion of Global Markets & Recent Market Volatility with W.E. Donoghue & Co.
In an effort to provide as much clarity into what is happening as possible, I recently hosted this client webinar.
Continued COVID-19-Related Volatility #WEVU 4/6/20
In this week’s episode: Continued COVID-19-related volatility in the markets as oil & energy prices sink in reaction.
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.
Markets Swing Upward #WEVU 03/30/2020
In this week’s episode: Markets swing upward as the Federal Reserve and Congress move stimulus forward.
Coronavirus Continues to Drive Markets #WEVU 3/23/2020
In this week’s episode: Coronavirus continues to drive the markets, even as bankers and health professionals take decisive steps to stem the tide.
Continuing Concerns over COVID-19 #WEVU 3/16/2020
In this week’s episode: Continuing concerns over COVID-19, aided by cuts in oil production overseas, contributed to continued market volatility.
WATCH: Special Mid-Month Update with Eric
Join Eric as he provides some thoughts and insight into the current market environment.
U.S. Stocks Finish Higher After Wild Week #WEVU 3/9/2020
In this week’s episode: U.S. stocks finish higher after a wild trading week; the Federal Reserve cuts short-term interest rates; Treasury yields decline; the latest jobs report out of Washington shows no falloff for hiring.