What it is, and why it’s important.  Provided by Marc Aarons Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month has become a time […]

A useful year-end move to counteract capital gains. Provided by Marc Aarons Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss […]

The I.R.S. is giving you three additional months to file and pay. Provided by Marc Aarons The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to […]

Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy. Presented by Marc Aarons THE WEEK ON WALL STREET Stock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential […]

What they are. How they help. Provided by Marc Aarons In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has […]

Is it right for you?  Provided by Marc Aarons The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for […]

Business Continuity Plans Prepare now to better protect your business in the future. Provided by Marc Aarons As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a […]

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.  Provided by Marc Aarons Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 […]

What’s the difference? What do these terms mean for you?  Provided by Marc Aarons @ Money Managers Inc. The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When […]

  A look at where stocks were in 2009 and how they have performed since  Provided by Marc Aarons Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another […]