Quarterly Economic Update

Alexis DuffyNewsroomLeave a Comment

The economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows.

Making a Charitable Contribution

Alexis DuffyArticle

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares … Read More

CARES Act Update on EBSA Disaster Relief Notice 2020-01

Alexis DuffyArticle

CARES Act Update: On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA.