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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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The SECURE ACT - Capitol Building
By Ben S. Lies, MBA, RSSA

The SECURE Act: What does it mean for me?

On December 20th 2019 the SECURE Act was passed into law. It has been a little over a month since this legislation was passed and most of the details are now out in the open and generally understood. In this analysis we will break down what we believe is the most important parts of the […]

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