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Financial “Exercises” You Can Do While Social Distancing

Blog

Financial “Exercises” You Can Do While Social Distancing

By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. We’ve all been inundated news about the Coronavirus, and its impact on our community, our country and the world, both physically and financially. Hopefully, most readers are choosing not to panic in response to these headlines, because panic leads to irrational thinking, and that can lead to poor financial decisions, making matters even worse.

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Market Commentary: U.S. and Foreign Leaders Moving to Open More Businesses

Market Commentary

Market Commentary: U.S. and Foreign Leaders Moving to Open More Businesses

Leaders around the world announced steps to open up their economies by gradually reducing social distancing as the global economy continued to struggle. In the U.S., more than four million people filed initial claims for unemployment.

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Quarterly Market Outlook: Q2 2020

Videos

Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Retirement Planning in 2020: Making the CARES Act Work for You

Videos

Retirement Planning in 2020: Making the CARES Act Work for You

When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

Market Commentary

Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

Similarly to last week, investors had to weigh progress fighting COVID-19 and what that means for the future against the economic toll the virus and policies designed to slow it are having on the economy.

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How much money will I receive from the CARES Act?

Videos

How much money will I receive from the CARES Act?

Wondering how much money you will receive from the CARES Act? Watch this video to learn more about how relief payments are calculated.

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Everything Business Owners Need to Know About the CARES Act

Videos

Everything Business Owners Need to Know About the CARES Act

These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar

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Market Commentary: Stocks Rise in Hopes that COVID-19 Slows

Market Commentary

Market Commentary: Stocks Rise in Hopes that COVID-19 Slows

Investors were faced with a combination of optimistic and pessimistic news this week and opted to accentuate the positive. Health care data reinforced the gradual success social distancing is having in curtailing the spread of the virus.

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Webinar: CARES Act Overview with SRQ Wealth

Videos

Webinar: CARES Act Overview with SRQ Wealth

Congress recently passed the largest economic relief package in history. And while you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S.

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