2020 Year End Tax Planning Basics As we approach year-end in what has been a challenging year for financial planning and investing, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes...

Continuing the recent series about monetary easing and fiscal stimulus, let’s now take a closer look at the specific impacts of these policies on the bond market. First, it is important to revisit the investment basics of bonds, as debt instruments, and how they...

In our June 2020 blog, I shared some perspectives on the Federal Reserve’s (the Fed) historic monetary easing in the wake of the COVID-19 pandemic. We are now starting to see some of the effects of those programs, as we await news of additional fiscal stimulus from...

“In the day we sweat it out on the streets of a runaway American dream.”   After looking at it languish on my bookshelf for way too long, I recently finished reading “Born To Run”, Bruce Springsteen’s autobiography/memoirs. Bruce grew up about 30 minutes from...

Spencer shares how simple changes to your spending habits can lead to long-term growth of your retirement account.

Spencer Neal is joined by Carleen Birnes of Mantra Fit to talk about building health for immunity & longevity.

The recent actions by the Federal Open Market Committee (FOMC), through emergency rate cuts and various Open Market Operations, will serve as the basis of future research and new economic principles for generations to come. Traditionally, when looking at any market,...

In case you missed it, watch a replay of our recent Webinar where Spencer interviews Dr. Chirag Chaudhari, Chairman of the Department of Emergency Medicine at Baltimore Washington Medical Center.   

Shar hosts Jim Denora, CPA for a conversation about 2019 Tax Filings, automatic extensions and the planning opportunities to consider for 2020.

Shar and Spencer review the CRD guidelines from the recently passed CARES Act, impacting retirement plans.

Spencer Neal discusses Timing the Market vs. Time in the Market. How much of a difference can it make in the long-run?

Jim Denora, CPA discusses four things you need to know about the recently passed Coronavirus Aid, Relief, and. Economic Security Act (CARES Act).

Spencer Neal has an important message to 401k Plan Participants on saving during difficult times.

Spencer Neal discusses Matching and Safe Harbor provisions for 401k Plan Sponsors.