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News

a guide to managing money during the covid 19 pandemic
By Ben S. Lies, MBA, RSSA

A Guide to Managing Your Money During the COVID-19 Pandemic

As COVID-19 continues to spread throughout the globe, individuals are adjusting to new lifestyles in an effort to curb the spread. While there are many factors of this pandemic we cannot control, practicing social distancing and creating new routines to remain physically and psychologically healthy are just a few of the actions we can take. […]

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Uncle Sam
By Ben S. Lies, MBA, RSSA

2020 Tax Code Changes: What You Need to Know

Taxes may be the last thing on your mind considering the turmoil and civil unrest resulting from recent events. Unfortunately, Uncle Sam is going to want his cut at some point. Here is what you need to know.

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Market Volatility
By Ben S. Lies, MBA, RSSA

Investor Alert: Surviving Volatility

Covid-19 and its’ implications have caused an extreme amount of volatility in the markets and it has been very taxing on humanity and investors alike. When we go through a sharp downturn like this one, it is incredibly difficult to try and figure out what to do. In this video our President and Chief Investment […]

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CDC doing testing for Coronavirus
By Ben S. Lies, MBA, RSSA

The Coronavirus: The Human Toll, Historical Perspective, and Market Impact

Markets continue to be extremely volatile due to fears of COVID-19, better known as the Coronavirus, but is it really warranted? For many people, this virus has been very difficult and affected them in very adverse ways including loss of wages, illness, and even the death of loved ones, our thoughts and well wished go […]

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