Thought Leaders in a World of Canned Content

For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table and you lack control of the asset. Let me explain why…

Main Street USA continues to cope with a variety of concerns

Many of you are most likely nearing the end of your PPP loan spend and are starting to think about getting the loan forgiven. While the process for obtaining the loan was chaotic, confusing and stressful, it looks like the forgiveness process should be much easier

In this past quarter we saw a 20% rally in the S&P 500 index. We finished June up 41% off the March 23 low. Q3 starts off -8.6% from the market top of 3393.52, yet -3% YTD at 3100.29 on June 30, 2020.

When Congress passed the $2trillion CARES ACT emergency relief plan, most focused on the direct stimulus checks, unemployment benefits and Paycheck Protection Program (PPP) loans, which were all widely covered by the media. There are many other provisions that can be utilized, and today we’ll cover a planning opportunity for business owners who personally have student loans and/or whose employees do.

Something happened last week that hasn’t happened in 29 years, according to Macro Ops. "96 percent of the S&P 500 stocks were above their 50-day moving average.