What the CARES Act Means for Early Withdrawals from Qualified Retirement Plans

Aron Riddle
Economy, Life Planning

In March, President Trump signed into law H.R. 748 the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).  The most publicized benefit of the CARES Act is the direct payment provision to many Americans 1.  However, for some individuals facing mounting financial pre...

Calm in the Storm

Bill Harris
Economy, Investing Strategies, Life Planning

Many of us are consumed with the latest news about COVID-19 and what may lie ahead.  The dramatic changes taking place in our daily lives can be stressful. It is our hope that we can lend perspective and calm to the evolving situation. A good place to start is by seeking out rep...

Financial Advising for Professional Athletes: No Better Time Than the Present – Part 2

We continue our series of posts dedicated to the topic of financial advising for professional athletes. This second installment of our four-part discussion addresses when athletes should start working with a financial advisor as well as the importance of certifications and exper...

Financial Advising for Professional Athletes: Welcome to Your Personal CFO – Part I

Today, we begin a series of posts dedicated to the topic of financial advising for professional athletes. When athletes “go pro,” their lives change quickly. New team. New city. New lifestyle and new money. For these athletes, having to juggle the complexities of their new li...