Tag: COVID19
Making Financial New Year’s Resolutions During a Pandemic
Financial advisor Brent Lindell spoke with Wake Up Wisconsin on WKOW to share some financial New Year’s resolutions and how to accomplish them.
Highlights of the Recent Pandemic-Aid Bill
President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.
Is Money Management Part of Your Self-Care Regimen?
Self-care has been a popular topic in 2020. Have you thought about adding money management to your weekly regimen? With 2021 on the horizon, consider adding it to your New Year’s resolution list.
Supporting Nonprofits in 2020
It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.
MarketWise: December 2020
Markets surged in November with value and small stocks leading the charge. But what does that mean for the months to come? Take a look at the data behind that and more in December’s edition of MarketWise!
Rebuilding Your Company After the Pandemic
As 2020 draws to a close, this may be a good time to re-evaluate your business strategy. John Ruedi suggests several questions business owners can ask themselves as the pandemic continues.
MarketWise: November 2020
Amid election uncertainty and rising daily COVID cases, broadly, risk assets paused in October. Reversing recent trends, U.S. small value stocks led the way from a return perspective.
Tips for Estate Planning in a Pandemic
We recently hosted a webinar sharing guidelines for estate planning during this pandemic. Given the popularity of the event, we’ve summarized the top takeaways.
Estate Planning in the New Normal | On-Demand Video
Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.
MarketWise: October 2020
Will the winners of November’s U.S. elections influence future stock market returns? Or should investors cut off the mic on the political talk over the next month? Investment perspective about politics, asset class performance, re-openings, and more in this month’s MarketWise.
Avoid Wall Street’s Siren Songs: A Valuable Lesson from the Greek Hero Odysseus
Although the story about the Greek hero Odysseus was written long ago, it has valuable lessons about the markets. Find out more in this blog post by Ed Cruickshank.
Incapacity Planning During the Time of COVID
In today’s environment, it’s critical to make sure that the health care directives in your estate plan are up-to-date and complete. Dom Parillo talks about your power of attorney for health care and why it’s important.