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CARES Act Provides Unique Opportunities for 2020 Charitable Giving

The near doubling of the standard deduction under the Tax Cuts and Jobs Act of 2017 (“TCJA”) wrought fears that charitable organizations would see declines in donations where there was no corresponding tax benefit for an itemized deduction. The Tax Foundation estimates that the TCJA cut households itemizing deductions by more than half. However, Giving USA found that Americans gave …

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What Will a Payroll Tax Deferral do to My Social Security?

On August 8, 2020, President Trump signed memoranda and an executive order which included a deferral of the employee portion …

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2020 08 07 Blog Post Image Gold

Investing in Gold: Boom or Bust?

Gold reached a new record high of $2,074.50 per troy ounce on August 7th, its highest price since 2011. We …

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2020 07 24 Blog Post Image Butterly

ESG Portfolios:
An Evolving Effort to Improve Outcomes

Socially responsible investing has come a long way. In the 1970’s, Milton Friedman argued that social responsibility negatively impacts a …

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2Q 2020 Market Commentary

The second quarter of 2020 will be remembered for a very long time. It will be remembered for the myriad …

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2020 6 26 Blog Post Image Plant In Glass Scaled

IRA vs. Roth IRA

Given the option, would you prefer to be taxed now or later? This is a question essential to the decision …

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2020 6 19 Blog Post Image Scaled

A Busy Few Weeks for Fed Watchers

It has been a busy few weeks for Fed watchers! Below are actions and opinions coming out of the central …

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Your Questions – Answered: 2019 SECURE Act and 2020 CARES Act Provisions for IRAs

Lucie Estabrook, CEO of Deighan Wealth Advisors, interviews Senior Advisor, Jenifer Butler, about provisions in the 2019 SECURE Act and …

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1Q 2020 Market Commentary

In 1697, Willem de Vlamingh led a team of Dutch explorers to Western Australia. It was there that the weathered …

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2020 3 27 CARES Act Blog Post Scaled

Changes in Required Minimum IRA Distributions under the CARES Act

On March 27, 2020, after unanimous Senate approval, the House approved the Corona virus Aid, Relief and Economic Security (CARES) …

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