facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



Impact Investing and Financial Planning Blog

Denver, Colorado

COVID-19 & CARES Act Financial Planning Series: #3 "Small Business Relief" Thumbnail

COVID-19 & CARES Act Financial Planning Series: #3 "Small Business Relief"

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides relief for small businesses who are having trouble covering payroll and operating expenses because of the COVID-19 pandemic. The new law has created incredible benefits for small businesses owners, but these benefits come along with confusion and lack of clarity. Time is of the essence for small businesses to maximize the benefits available.

Read More
COVID-19 & CARES Act Financial Planning Series: #1 "Where's My Check?" Thumbnail

COVID-19 & CARES Act Financial Planning Series: #1 "Where's My Check?"

The provisions regarding the stimulus checks have garnered the most attention from the media. You have likely read that the CARES Act provides a refundable income tax credit against 2020 income of up to $2,400 for married couples filing a joint return, while all other filers begin with a refundable credit of up to $1,200. The credit amount then increases by up to $500 for each child a taxpayer has under the age of 17.

Read More
The Bullish Case for Stocks Thumbnail

The Bullish Case for Stocks

A highlight of the bullish case for stocks going forward and why the current sell-off may be close to finding a bottom. We may not see another buying opportunity like this one for years.

Read More