Category: Commentary

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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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MBJ Guest Column: What Does the $1.4 Trillion Spending Deal Mean for Investors?

To stave off a looming government shutdown, the House and Senate recently reached an agreement on a set of 12 spending bills. The legislation brings forth a series of changes, including raising the age to make tobacco purchases to 21, boosting funding for the census, and stabilizing pensions for miners. Part of the year-end agreement includes the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act. This bill includes significant changes aimed... Read More
at Tuesday, February 18, 2020
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MBJ Table of Experts: A Conversation on Family-Owned Businesses

Joanna Crangle/MBJ : Based on experience in your industries, how do the needs of family-owned businesses differ from your traditional business clients?  Jay Healy : The net worth of a family that owns a business is often high but concentrated. That means that they need a different set of planning strategies than non-business owners who are generally saving for retirement and getting traditional financial planning advice. We often say to business owners: You may have $1 million in... Read More
at Tuesday, October 15, 2019
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