This week on Take 5, in the spirit of Halloween, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss market fears in a lighthearted way. They mention potential economic concerns like elevated mortgage rates, energy p …
It is so captivating to watch the market action (quickest peak to trough in history, 20 day bear market), that it is easy to forget the forest when you are in the weeds. But, remember the forest we must. So, drag yourself from the headlines, and review the following items and start to perfo …
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insura …
It is probably best just to accept that both our lives and the economy will remain constrained by the pandemic into 2021 and look forward to better times thereafter. The sooner we accept that we are stuck on a long and unfamiliar road, the sooner we can consider what this new landscape mean …
As many of you know, additional COVID-19 relief is expected to be signed into law this week, with most of the additional funding being used for the Paycheck Protection Program to support small businesses. If you are a business owner and this forgivable loan program is right for you, we sugg …
Thanks to all who attended our Coffee Chat 2.0 on April 9, 2020 on Managing Through the Coronavirus! We hope you found the information useful and timely. We had a great discussion on the various relief measures outlined by Congress and the Federal Reserve. We also discussed different ways t …
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
