• Month: March 2020

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31 March

March 31 2020 Market Update

By in Economics, Finance, Financial advisors, Market Update, Worth sharing

Crisis in Process – and Important Tax Changes

In recent weeks we’ve seen some significant changes to tax rules for 2019 and 2020. These efforts were made to help stem some of the fallout from the COVID-19 pandemic, which continues to make its way across the United States and the world.

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26 March

March 26 2020 Market Update

By in Economics, Finance, Financial advisors, Market Update, Worth sharing

An Upswing in Markets and an Economic Intervention

Markets were sharply up as of Wednesday, March 25 on expectations that a stimulus bill would swiftly get through Congress.[1] It was the first back-to-back gain for equity markets since February. On Tuesday, the Dow Jones Industrial Average had its largest single-day gain since 1933.

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23 March

March 23 2020 Market Update

By in Economics, Finance, Financial advisors, Market Update, Worth sharing

Important Update Regarding Taxes

In light of the news about COVID-19 and the efforts we are all taking to slow its transmission, issues around financial planning and taxes might seem like far-off concerns. To that end, we’ll keep this brief and topical with important news about tax filing deadlines – and some good news about the role of donor-advised funds in troubling times.

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