The CARES Act is a massive Federal Relief Program that will provide $2.2 trillion of stimulus into our economy. Sean Keating breaks down the highlights of this Act and clearly explains how it can help the average American citizen.
Coronavirus Aid, Relief and Economic Security Act
Througout the last several weeks, the markets have been very volitile. Here is an up to date, insightful market commentary by our PM, Brad Daniels, CFA,
Read about the affects of past epidemics and the stock market reaction:
Epidemics and Markets
Now that 2019 is over...the next question that will come to mind is: "Where are we headed for 2020?"
Click the link below to find commentary on 2019 and the outlook for 2020 from our in-house Portfolio Manager, Brad Daniels.
The Outlook for 2020 by Brad Daniels, CFA, Senior Portfolio Manager, Senior Investment Consultant
Recap of Earnings Season by Brad Daniels, CFA
Networking with a Purpose! Health and Wealth Series, Event #2
Dorothea co-hosted another networking event at the Red Bank Women's Club. This event-- which included 4 interesting and dynamic speakers-- was very well received. Dorothea encouraged the attendees to focus on their values and goals and to take action when it comes to their finances!
Rosso Financial Group Monthly Article with commentary from Brad Daniels, CFA, Senior Portfolio Manager, Senior Investment Consultant
Earnings Season is Upon Us!
Dorothea Zando hosted a women's networking event and where she gave a presentation titled:
"Connecting your Values, your Goals and your Money".
In the spirit of empowering women to take control of their financial lives, she also reminded the group to be "like the little girl in the picture...be 'fearless'!!"
With Age Comes Responsibility! Helpful Advice for the Millennial Generation.
Sean Keating, as the featured speaker at the Monmouth Regional Chamber of Commerce meeting. Sean spoke about the importance of having the right financial management team, the benefits of working with an experienced team and the advantages of in-depth financial planning --without forgetting about taxes, of course!
Wedding season is in full swing in the month of June! Here is some sound advice about marriage and finances.
Contributed to the Navesink Area Journal by Sean T. Keating, Certified Financial Planner, EA, ChFC, CDFA
Before You Tie the Knot!
Graduation season is upon us! Make sure you and your teen are prepared to disucss the cost of college.
Discussing College Costs with your Teen
Are you an emtional investor? Read our latest article about the important role emotions can play when investing.
How to Avoid Tax Scams
The Lincroft Journal - "10 Things to Consider Before Getting Married" by Sean T. Keating
Click the link below to learn about security and privacy in the digital home!
Security and Privacy in Today's Connected Home
Market Commentary by Mr. Brad Daniels