News and Resources

Weekly Economic Update

Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy. Presented by[…]

Rotary Face Shield Project 2020

Over 800 Volunteers gathered to assemble 55,000 face shields for our frontline workers in Southern Los Angeles, Long Beach and[…]

The Federal Reserve’s Unprecedented Moves

What they are. How they help. Provided by Marc Aarons In response to the COVID-19 pandemic, almost every state in[…]

Roth IRA Conversion in the Era of COVID-19

Is it right for you?  Provided by Marc Aarons The COVID-19 pandemic has shaken up nearly every aspect of American[…]

Quarterly Economic Update

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold[…]

Business Continuity Plans

Business Continuity Plans Prepare now to better protect your business in the future. Provided by Marc Aarons As a business[…]

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.  Provided by Marc Aarons Recently, the $2 trillion[…]

Pullbacks, Corrections, and Bear Markets

What’s the difference? What do these terms mean for you?  Provided by Marc Aarons @ Money Managers Inc. The COVID-19[…]

Tremendous Gains Since 2009

  A look at where stocks were in 2009 and how they have performed since  Provided by Marc Aarons Where[…]

How Women Can Prepare For Retirement

  A practical financial checklist for the future.  Provided by Marc Aarons When our parents retired, living to 75 amounted[…]

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