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Finance 101

  • A look back at 2020 thus far

    Posted on November 12, 2020 by Ryan Batey – Strategic Investment Services Advisor
    The coronavirus pandemic disrupted the global economy, global financial markets, and daily life in 2020. For investors, it was certainly an eventful year. Economic activity abruptly contracted in the spring, and stocks quickly fell. The upcoming presidential election and COVID-19 vaccine developments could provide more market-moving headlines.
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  • Key Provisions of the CARES Act

    Posted on May 13, 2020 by Ryan Batey – Strategic Investment Services Advisor
    Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give people more control over their money and to help manage selling investments during an emergency.
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  • A Stock Market Lesson to Remember

    Posted on May 13, 2020 by Ryan Batey – Strategic Investment Services Advisor
    Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, down 33.9% from a record close on February 19.
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  • The SECURE Act

    Posted on March 09, 2020 by Jake Ward
    The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.
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