The Macro View

Making Sense of the Market Rebound

Posted by

Where There’s A Will, There’s A Way The reverberating effects of COVID-19 caused the S&P 500 to fall 34% in just over a month – the fastest bear market in history.  Since March 23rd, despite a historically large decline in economic growth, the S&P 500 has surged more than 35% and credit spreads have tightened…. Read more »

CARES Act Waives Required Distributions in 2020

Posted by

  The Coronavirus Aid, Relief, and Economic Security (CARES) Act, a wide ranging fiscal relief package aimed at helping Americans confront the economic challenges brought on by the Covid-19 pandemic, contains a series of unprecedented maneuvers including the much discussed stimulus check provision and the Paycheck Protection Program (PPP).  While these two features of the… Read more »

ROTH IRA Conversions: A Powerful Planning Tool in 2020

Posted by

  Over the last 8 weeks the world has changed.   The exact changes are not yet known but certain probabilities that impact long-term financial planning have shifted.   We believe these changes have made ROTH conversions a more important strategy than ever for young savers looking to reduce their future tax burden and for older savers looking to maximize wealth transfers to their kids…. Read more »