News and Commentary

Fight Back against Identify Theft with a Free Credit Freeze by Jamel Gordon, CFP®

Posted on August 13, 2020 by Jamel Gordon

With the proliferation of identity theft, consumers are realizing that no one solution exists to protect their personal information all the time. Yet, millions of Americans continue to pay for services intended to reduce their risk of becoming victims even at a time when the government provides one of the strongest layers of protection for […]

Relatable Finance Podcast Episode 52 – Vaccines and How They Help the Economy

Posted on August 11, 2020 by Shane Phillips

In this episode the relatable finance guys discuss how finding a COVID vaccine will impact the economy.

Relatable Finance Podcast Episode 51 – How is the COVID Crisis Impacting Real Estate? An Interview with a Market Insider

Posted on August 04, 2020 by Joseph Karl

In this episode, Shane Phillips interviews Jonny Quintana, a long-time real estate broker who sheds light on how the economic crisis is impacting the industry.

Families Without Children Need Estate Planning Too by Brendan T. Hayes

Posted on July 29, 2020 by Brendan Hayes

The once idealized picture-perfect family of two parents and two-and-a-half children has faded, as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend. Despite the absence […]

Relatable Finance Podcast Episode 50 – How Will We Pay for the COVID Stimulus Packages?

Posted on July 28, 2020 by Shane Phillips

In this episode the relatable finance guys share thoughts on paying for the CARES Act and stimulus packages.

Relatable Finance Podcast Episode 49 – A Business Banker Shares How the COVID Crisis is Impacting Small Businesses

Posted on July 21, 2020 by Joseph Karl

In this episode, the relatable finance guys talk to Craig Bond, an Iberia banker who shares what he is seeing about the impact of COVID on small businesses.

4 Critical Actions to Help Recession-Proof Your Finances by Jamel Gordon, CFP

Posted on July 15, 2020 by Jamel Gordon

The number of confirmed coronavirus cases in the U.S. surpassed 2.5 million on June 29, causing many states to roll back their reopening plans and putting added economic pressure on already stressed business owners and individual investors. While the long-term financial impact of the COVID-19 health crisis is unknown, we can look to prior economic […]

Relatable Finance Podcast Episode 48- Don’t Be Scared of the Stock Market

Posted on July 14, 2020 by Shane Phillips

In this episode the relatable finance guys share their thoughts on why the stock market is nothing to fear.

Relatable Finance Podcast Episode 47- How The Economic Crisis is Impacting a Restaurant Company

Posted on July 07, 2020 by Joseph Karl

In this episode, Joseph Karl talks to Aaron Abramoff, CFO of The Restaurant People, about how the economic crisis caused by COVID is impacting the company.

RMDs Taken in 2020 Can Be Paid Back to Retirement Plans by the End of August by Robert Mark Weiss, CFA

Posted on July 02, 2020 by Robert Weiss

Senior citizens required to take annual distributions from their IRAs, 401(k) plans and 403(b) retirement accounts have several alternative options in 2020. The CARES Act, which provides various forms of relief to individuals suffering the financial consequences of COVID-19, allows seniors to waive their RMDs for this year or payback to their retirement plans any […]

Relatable Finance Podcast Episode 46 – What will the Shape of the Recovery Look Like?

Posted on June 23, 2020 by Joseph Karl

In this episode the relatable finance guys explain the “shapes” of economic recoveries and their their thoughts on the current situation.

Charitable Giving Can Yield Greater Tax Benefits in 2020 Thanks To The CARES Act by Lee F. Hediger

Posted on June 11, 2020

The CARES Act offers individuals and businesses greater incentives to maintain or increase charitable giving in 2020, even when they may be facing their own personal struggles to survive the financial impact of the COVID-19 health crisis. For Individuals Effective for 2020, individuals who itemize deductions on their federal income tax returns may write off […]

Relatable Finance Podcast Episode 45 – What Type of Strategy Should Investors Use in Volatile Markets?

Posted on June 09, 2020 by Shane Phillips

In this episode, the relatable finance guys discuss investing strategies and share their thoughts on volatile markets.

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

Posted on May 28, 2020 by Eric Zeitlin

Significant declines in key economic indicators during the COVID-19 pandemic have encouraged the Federal Reserve to maintain its aggressive monetary policy, keeping benchmark interest rates near zero. Despite the financial fallout and future uncertainty created by the coronavirus, high-net-worth individuals should consider these periods of low-interest rates to be a prime time to implement certain […]

Relatable Finance Podcast Episode 44 – Should We Have Seen The Bear Market Coming?

Posted on May 26, 2020 by Shane Phillips

In this episode the relatable finance guys debate the question – should we have seen this bear market coming?