by Lori Eason | Aug 9, 2020 | Financial Planning, Market Related
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....
by Lori Eason | Jun 20, 2020 | Quarterly Commentary
Despite all the anxiety and grim news, the stock market was able to retrace much of the losses suffered in the first quarter of the year. After bottoming out in late March with a roughly 40% decline, the broader stock market was able to move steadily higher throughout...
by Lori Eason | Mar 20, 2020 | Quarterly Commentary
Many of you have heard us talk about the fact that the stock market regularly goes through periods where it loses half its value. This happens roughly every ten years. The last episode was around 2009-2010 during the financial crisis. Ten years later we have our...
by Lori Eason | Mar 15, 2020 | Tax Planning
As many of you are aware, new cost basis reporting rules were phased in over the past few years. In an attempt to find missing tax revenue, new rules require brokerage firms to include cost basis information on 1099-B’s on certain securities. These rules drastically...
by Lori Eason | Dec 22, 2019 | Quarterly Commentary
2019 turned out to be one of those gangbuster years for the stock market that investors only see a couple of times in a decade. Or so it seemed. In reality, the rally was a continuation of the 2018 market expansion. Large cap stocks had the best performance with the...
