A lot has changed since the last quarter. The COVID-19 virus has completely overwhelmed the markets. Jason Eliason discusses why it is understandable that we are feeling overwhelmed and uncertain
Posts By: Jason A. Eliason, CFP®, ChFC®, CFA®
On March 27, Congress passed the CARES Act in response to the COVID-19 global pandemic. The bill is a $2+ Trillion dollar fiscal stimulus package that was designed to help ease the significant economic damage this disease has caused.
The coronavirus has taken the media by storm. It is also disrupting the markets. Our CIO discusses why this is happening.
2019 was a really good year from an investment standpoint. Our chief investment officer discusses what happened last quarter, and why it’s part of our process to remain cautious.
Opportunity Zone investments were created Tax Cuts and Jobs Act of 2017; however, very little has been discussed about them until this year, mainly due to the time necessary for local, state, and federal government agencies to identify the Qualified Opportunity Zones.