Coronavirus (COVID-19)

Covid-19 financial information and research.

NOT ALWAYS SUNNY IN FLORIDA
Coronavirus (COVID-19)
NOT ALWAYS SUNNY IN FLORIDA
At Withum Wealth Management, we recognize the fact that Federal tax reform has escalated the cost of living in New Jersey, New York, Connecticut, and Illinois, among other states.
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Video: COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
Coronavirus (COVID-19)
Video: COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
In the early months of 2020, the economy was in a seemingly good state. However, due to COVID-19, the S&P 500 index saw its quickest decline in history. Although economic data remains weak, the stock market is surging.
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Portfolio Income in a COVID World
Coronavirus (COVID-19)
Portfolio Income in a COVID World
Investing is challenging to begin with, but even more so when there is a global pandemic at hand, and an economic shock unlike anything we have seen in nearly 100 years.
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COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
Coronavirus (COVID-19)
COVID-19 or 91-DIVOC: Reflecting on the Wall Street-Main Street Disconnect
A surging stock market and historic unemployment levels; incompatible, mirror opposites or is there an explanation?
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To Sell or Not to Sell? That is the Question
Coronavirus (COVID-19)
To Sell or Not to Sell? That is the Question
Like a Shakespeare play, COVID 19 is giving us order and disorder, life and death, some might even say youth and age conflicts. We are absolutely living in a world encapsulating Power, Nature, Love and Relationships, and Conflicts.
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Grantor Retained Annuity Trusts (GRATs)
Coronavirus (COVID-19)
Grantor Retained Annuity Trusts (GRATs)
There are many ways to transfer wealth to family and charitable organizations and many require the outright transfer of assets irrevocably.
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The CARES Act Impact on Retirement Assets
Coronavirus (COVID-19)
The CARES Act Impact on Retirement Assets
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted and signed into law Friday, March 27th, 2020. This bill was introduced as the largest economic relief package in US history. The CARES Act provides emergency assistance to small businesses, increases unemployment benefits, and injects over $130 billion to the health care system among many other provisions. The CARES Act also provides relief for retirees in 2020 while making some smaller adjustments to charitable gifts.
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Wealth Planning Opportunity in a Bear Market
Coronavirus (COVID-19)
Wealth Planning Opportunity in a Bear Market
Roth IRA Conversions: Low Stock Prices Mean More Potential Tax Savings
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