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Summary: Taxpayers have extra time to contribute to their individual retirement accounts now that the Internal Revenue Service has extended the tax filing and payment deadlines to July 15.
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Summary: Though bear markets are never fun, this bear is particularly gut-wrenching because it was caused by the coronavirus catastrophe that continues to drastically change how we live our lives. With many clients fretting and some even more unnerved, here is my take on what advisors should do.
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Summary: The old saw is that great leaders are made not born — made of circumstances they did not create but that they faced head on. At home in New York City on Sept. 11, 2001, fellow residents and I witnessed acts of great heroism, selfless sacrifice and caring. We also saw ordinary citizens take charge, lead others to safety and calm frightened neighbors.
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Summary: Right now,we are going through some of the toughest times investors and advisers will ever see. In a short period of time we’ve moved from an 11-year bull market to a swift and dangerous equity market downturn that was hard to anticipate. Many experts felt equity markets were overextended, but they were not providing guidance that called for this extreme a downtown.
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Summary: After the 2008-2009 financial meltdown, there were massive changes in the 401(k) and 403(b) industry. More wealth managers began to see the defined-contribution market as a hedge for their businesses as their individual clients pulled money out of the market.
