Mar 31, 2020
Guests: Bob Keebler, CPA/PFS and Chris Hesse, CPA
In response to the coronavirus (COVID-19) pandemic, Congress has passed the anticipated Coronavirus Aid Relief and Economic Security Act (H.R. 748) to bring the resources of the federal government to protect the health and well-being of Americans. Join Bob...
Mar 27, 2020
Guests: Bob Keebler, CPA/PFS
In this episode, Bob Keebler, CPA/PFS, shares tax planning ideas that are important to consider with families of recent decedents amid record low oil prices and bond rates coupled with market losses, including:
Mar 23, 2020
Guests: Bob Keebler, CPA/PFS and Dave Stolz, CPA/PFS
Now is a time when many people are having anxiety about the current and future state of their investment portfolio. Those who have a good understanding of markets are confident that all will be well in the long term and will hold steady so they don’t miss...
Mar 20, 2020
Guest: Bob Keebler, CPA/PFS
Health concerns related to COVID-19 are top of mind and finances are likely a close second. No one can control market volatility and often the portfolio advice during this time is to hold steady. However, there are proactive income tax planning techniques that work well in a volatile market,...
Mar 19, 2020
Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS
COVID-19 is bringing much change and uncertainty to the world and it’s important to find calm amid the chaos. No one can control market volatility, with fear being a major influencer on the fluctuations, though investment principles have not changed. In this...