The CARES Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders, but left questions about the details unanswered. In late June, the IRS released Notices 2020-50 and 2020-51, which shed light on these outstanding issues.

Last week started off on a high note as stocks reached levels not seen since February.

I stood alone in the desert quiet at dusk staring at the awesome vast chasm in front of me, the confluence of the Green River and what was once known as the Grand River, now called the Colorado River.

The gradual yet bumpy reopening and rebound in economic activity begs the question: Is the recession over?

The amended rules under the CARES Act provide flexibility for health-care spending related to the ongoing COVID-19 pandemic.

Stocks surged early last Monday only to fall back by the end of the day. Earlier in the day, the S&P 500 reached its highest level since the COVID-19 pandemic sent equities reeling.

The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability.

On June 8, 2020, the National Bureau of Economic Research (NBER) announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.

Last Monday proved to be a good start to the week for equities as each of the benchmark indexes listed here posted solid gains.

In the midst of a spreading global pandemic, following a roller-coaster period in financial markets, our family departed our beloved nature preserve for a summer vacation road trip in our new 2020 Taxa Mantis camper.

This Q2 Market Review features world capital market performance and a timeline of events for the past quarter.

About 70% of seniors 65 and older will eventually require some type of long term care in their lifetimes. That care already isn’t cheap, but how will prices be affected by COVID-19?

The due date for federal income tax returns and payments is Wednesday, July 15, 2020.

Domestic stocks surged last Monday, as a robust pending home sales report overshadowed an increase in COVID-19 cases.

A closer look at a few intriguing sustainable funds that were launched in the first half of 2020.

There are some items you might not want to lock away in your bank, which isn’t open nights, holidays, or weekends, and may have more limited hours during the Covid-19 pandemic.

As of June 30, 2020, the Securities and Exchange Commission (SEC) now requires all Investment Advisers and broker-dealers to release a new form, Form CRS.

The week began with the stock market picking up where it left off the previous week.

On June 23, 2020 the IRS released additional guidelines on the waiver of 2020 Required Minimum Distributions (RMD’s).

While the types of businesses most prominent in the market vary through time, the fact that a small subset of companies’ stocks account for an outsized portion of the stock market is not new.