Category: Commentary

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Giving Tuesday Now

#GivingTuesdayNow is a new global day of giving and unity that takes place on May 5, 2020 – in addition to the regularly scheduled December 1, 2020 #GivingTuesday – as an emergency response to the unprecedented need caused by COVID-19. With that in mind, we want to offer some ideas on ways to give back and how to maximize your charitable intentions. Charity Begins Online Hosted by the Community Foundation of Greater Memphis Foundation, the Mid-South COVID-19 Regional... Read More
at Tuesday, May 5, 2020
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Update on the CARES Act – Federal Stimulus Plan (Part 2)

On March 28, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. This stimulus package covers a lot of ground and allocates more than $2 trillion to support both businesses and families as we continue to struggle through these unique and difficult times. Our summary of the support for small and medium size businesses, distributed in a prior email, can be found here . Part 2: Personal Finances It is important to understand how changes in legislation, rules, and... Read More
at Wednesday, April 8, 2020
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Update on the CARES Act – Federal Stimulus Plan (Part 1)

The COVID-19 pandemic has taken its toll on our country and the world. The outbreak has expanded dramatically inside the U.S. and across the globe. Each country is struggling with health and economic issues as a result. All of the resources in our country – from federal agencies to doctors, and nurses – are working hard to contain this outbreak. Many states and cities have either reactively or proactively shut down non-essential activities and implemented stay at home... Read More
at Wednesday, April 1, 2020
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Thoughts on the Coronavirus

As the new coronavirus expands across the globe, we want to provide our thoughts on its impact on health, the economy and investments.  Background and Context Coronaviruses are a large group of viruses that cause illness ranging from common colds to severe respiratory diseases. The new coronavirus was identified after a large population in China developed cases of pneumonia in December of 2019. The World Health Organization (WHO) declared the outbreak a Public Health Emergency by the... Read More
at Wednesday, March 4, 2020
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2020 Contribution Limits and Tax Reference

Tax Season is well underway, and the deadline to file 2019 returns and pay any tax owed is Wednesday, April 15. Take a look at our 2020 quick reference for contribution limits and tax reference. Read More
at Thursday, February 20, 2020
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