Capital Directions Form CRS
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Capital Directions ADV Part 2A
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Second Quarter 2020 Letter to Clients
Vanguard founder John Bogle once famously advised investors on how to handle stock downturns: “Don’t just do something,” he said. “Stand there!” It is a wry and wise way of turning the conventional wisdom about what to do in bear markets on its head. When panic grips...
First Quarter 2020 Letter to Clients
How fast the world can change. On February 12, the Dow Jones Industrial Average closed at an all-time high of 29,551. At that time, the economy was humming, corporate earnings were rising and unemployment was at lows last seen during the mid-1950s. While global health...
CARES Act and Opportunities for Businesses and Individuals
CARES Act and Opportunities for Clients President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES”). CARES is a stimulus bill to provide emergency assistance for individuals, families and businesses affected by the Coronavirus pandemic. The...
Impact of the CARES Act on Retirement Plan Sponsors and Participants
Evan Goldfuss, CFP® | Wealth Management Analyst In response to COVID-19, Congress passed and the President has signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). In addition to direct financial relief for individuals and businesses, the CARES...