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EIDL vs PPP For Your Businesses

April 5, 2020 In the News

Economic Injury Disaster Loan (EIDL) vs.Payroll Protection Program (PPP) Loan There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. The Government was forced to move quick and attempt to provide capital, and the side-effect is disorganization and misinformation amongst business owners. The most frequent question we have received from our business owner clients is "which loan is right for us or should we do both?"

Breaking Down the CARES Payroll Protection Program

April 1, 2020 In the News

The CARES Act was signed into law on Friday, March 27, 2020. THIS IS GREAT NEWS BUT IT'S IMPORTANT FOR YOU TO BE PROACTIVE AND ACT IMMEDIATELY IF YOU OWN A BUSINESS (EVEN A SOLE PROPRIETORSHIP). Below you will find a video I recorded for some of our self-employed financial advisors (but the information is relevant to most businesses), along with the resources and tools related to the CARES Payroll Protection Plan and 7A loans that you can use today to help your business and your employees.

Coronavirus Update: Buying Opportunity of a Lifetime & The CARES Act

March 31, 2020 Investment In the News Taxes

The CARES Act was signed into law on Friday, March 27, 2020. While that is great news, in and of itself, here's a look at the six key components that may impact you. In addition, we talk about the buying opportunity of a lifetime in today's market.

Staying in Your Seat

March 25, 2020 Investment In the News

Stay In Your Seat. There's no proven way to time the market. The cost of trying can be high.

Valor Capital Management Market Update

March 18, 2020 Investment In the News

As the markets continue to fluctuate and worry extends beyond your investments, I want to share an update from Valor Capital Management. As you may know, Valor Capital Management is an SEC registered investment adviser firm operating as a portfolio strategist and Turnkey Asset Management Program (TAMP). Valor subscribes to an evidence-based investment management philosophy and offer exclusive access to one of the largest proprietary fund families in the world, Dimensional Fund Advisors (DFA).

COVID-19 and Your Portfolio. What should you do?

March 13, 2020 Investment In the News

As the markets continue to fluctuate and worry extends beyond your investments, let’s address concerns about long-term investing. While most investors understand that markets go up and down (just look at the last two days), there is a tendency to feel the fear and worry in a decline more than the certainty and excitement of an upturn. That is also fueled by constant market alerts, the 24-hour news cycle, and breaking headlines. This causes investors to think they should leave the market when it is down and get back in when it goes up. However, without a crystal ball, do you know when the market will go up?