Welcome to our first edition of Perspectives: Wealth Management Ideas for 2020 and Beyond where we will present timely and relevant wealth management topics. We hope you will find tremendous value in the content we will carefully curate for you in each edition.

Investing is challenging to begin with, but even more so when there is a global pandemic at hand, and an economic shock unlike anything we have seen in nearly 100 years.

During times of increase volatility like today, when there are plenty of negative news about the economy and perhaps our personal lives, it can be difficult to think longer term.  Some might even consider hitting the sell button and parking their money under the proverbial mattress.  Join Elena and Monica as they discuss some considerations

A surging stock market and historic unemployment levels; incompatible, mirror opposites or is there an explanation?

Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.

There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted and signed into law Friday, March 27th, 2020. This bill was introduced as the largest economic relief package in US history. The CARES Act provides emergency assistance to small businesses, increases unemployment benefits, and injects over $130 billion to the health care system among many other provisions. The CARES Act also provides relief for retirees in 2020 while making some smaller adjustments to charitable gifts.

Roth IRA Conversions: Low Stock Prices Mean More Potential Tax Savings

Capitalism has changed.