How The CARES Act Impacts You

The recently passed CARES Act provides support to Americans and companies large and small. Not so much a stimulus bill but a liquidity bill in our view, it gives a necessary backstop to the forced shut-downs required to fight the Coronavirus. The Act will help families meet their needs, pay their bills, and preserve many jobs to which they can return. Here are some of the key elements of the CARES Act that may impact you. Continue reading

Making the Value of Advice More Concrete and Quantified

It is an understandable concern: from the prospective client’s point of view, they want to make money and achieve their goals. Yet the only immediate certainty in working with an advisor is to be paying out money. What value can … Continue reading