Ethereum Part I: An Introduction

In this installment of “Understanding the Crypto Craze” we will focus on Ethereum. Ethereum is the second largest cryptocurrency behind Bitcoin. The digital currency had been on quite a run, hitting a record above $4,000 in early May before experiencing significant volatility in the past week. Let’s begin by taking a look at the basics [...]

A Beginner’s Guide to Understanding Bitcoin

There has been a lot of talk about Bitcoin and other digital currencies in the news recently. Prices have skyrocketed and many investors are asking, “is there a place in my portfolio for these new currencies?” In this blog we will answer some basic questions about the most well-known digital currency, Bitcoin. What is Bitcoin? [...]

What is Happening with GameStop?

You might be wondering how GameStop, a struggling icon of 2000’s malls best known for driving hard bargains with teenagers over the price of used video games, has become the center of the investment universe. You are not alone. On January 4, 2021 a single share of GameStop was worth $17.25 and [...]

CARES Act Reminder: RMD Rollbacks

The CARES Act was passed back in late March to provide economic relief during the Coronavirus pandemic. An important piece of the initial legislation was the waiver of required minimum distributions (RMD) for 2020. The initial legislation did not include relief for those who had already taken a portion or the full RMD prior to [...]

What You Can do with that 529 Refund

As Coronavirus spread through the United States, what should have been the spring semester for college students was suddenly upended. In many cases students were told to pack up and leave as campuses were closed, and in nearly every college, classes were either canceled or moved online. The world really turned upside [...]

6 To Do’s When Estate Planning

The reality of COVID-19 is forcing us to face those “what if” situations most are reluctant to think about, let alone plan for. Estate planning, while it can be a difficult topic, is one that needs to be dealt with in order to leave your loved ones in a constructive space upon your incapacitation or demise. [...]

3 CARES Act Highlights for your Retirement Accounts

The Coronavirus Aid, Relief, and Economic Security, known as the CARES Act, was signed into law on Friday, March 27, 2020 and has several provisions that relate to your retirement accounts. Below are 3 highlights and how they can impact your retirement accounts. RMDs are Suspended for 2020 The required minimum [...]

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