Broker Check

The Latest - COVID-19 Stimulus Bill

March 25, 2020
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Overnight the Stimulus Bill in response to the COVID-19 outbreak has moved closer to being signed into law.  "The White House and Senate leaders reached a deal early Wednesday on a massive $2 trillion relief bill — said to be the largest rescue package in American history — to combat the economic impact of the Coronavirus outbreak." -CNBC

As we decipher the bill and the economic impact to individuals, businesses and practice owners we will continue to provide timely updates.  In the coming days and weeks we will be hosting a series of webinars designed to educate our clients on a variety of business and personal planning topics, including some which are below.  An email invitation to follow in the next couple of days. This is a very fluid situation and we look forward to being a resource.   

  • Understanding Potential Legislation – How does it impact my practice / business?
  • Managing Debt – Practice / Business, Equipment, Real Estate and Student Loans
  • Practice / Business Retirement Plans – Continue, Suspend or Reduce?
  • How to Confidently Stay Invested - Portfolio Optimization and Proactive Rebalancing
  • Managing Emotional Decisions 

Here are two overviews of the proposed Stimulus Bill.


This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. Webinars are for educational purposed only.  The information presented does not constitute a solicitation for the purchase or sale of any security and is not a recommendation of any kind. Please consult your financial advisor before making financial decisions. Keep in mind that rebalancing may have tax consequences and transaction costs associated with this strategy. Please consult with your tax advisor regarding your personal situation. Past performance is not a guarantee of future results. Investing involves risk, including the potential loss of principal.  (03/20)