#feeonly

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In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? Here are some key criteria to consider: 

The most prudent investment strategy during any circumstances, but especially during these uncertain times, is global diversification across industries and asset classes. 

There are several provisions in the CARES Act that provide flexibility to retirement account owners including the establishment of Coronavirus-Related Distributions which offer favorable tax and repayment alternatives.

The volatile environment we are experiencing is an excellent reminder of why it is so important to have a well-thought-out financial plan in place. 

Investors are looking for answers as to how to respond to the heightened volatility that has characterized the markets over the past several days.  Rather than seek out answers, which quite frankly, no one has, consider these questions instead.

After a down year in 2018, the outlook for stocks in 2019 was not positive, but those who stayed invested were rewarded with a surprisingly strong year across the board.