La Ferla Group Medicare Webinar
La Ferla Group Medicare Webinar featuring Joanne Giardini of Giardini Medicare. Click HERE to watch.
Protecting yourself from scams
Stock Markets around the world have continued their historic rally from the March 23rd lows. As of this writing, the S&P 500 is up about 40% from the bottom. We want to thank our clients for their trust and confidence during this difficult time. We have tried to communicate the need for a disciplined approach…
Financial Planning tips during a crisis
The market is still digesting what path the COVID-19 virus will take as we continue to monitor our research to execute on our long-term portfolio strategies on behalf of our clients. I wanted to step away from just commenting on the market and share some financial planning tips to consider during this time.
CARES ACT and Stimulus
As of this writing, the markets have had a historic comeback this week up about 20% from the lows after the fastest bear market in history. The markets and all three of our discretionary portfolios bounced back nicely.