News and Commentary

Relatable Finance Podcast Episode 40 – ESG Investing

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Posted on March 24, 2020 by Shane Phillips

In this episode the relatable finance guys break down the pros and cons of investing with environmental, social and corporate governance priorities.     End 2019 1 3 5 10 S&P 500 31.5 15.3 11.7 13.6 Combo Index 34.1 17.3 12.5 14.5 * *Calvert Social Index through December 16, 2005; FTSE4Good US Select Index thereafter.

Disaster-Relief Loans Available to Small Businesses Impacted by COVID-19 by Todd A. Moll, CFP®, CFA

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Posted on March 19, 2020 by Todd Moll

Federal and state governments have announced relief programs to help the nation’s 30 million small businesses suffering financial hardships in the wake of the novel coronavirus (COVID-19) pandemic. Federal Aid The Economic Injury Disaster Loan program, managed by the Small Business Administration (SBA) in tandem with U.S. state and local government, will offer up to […]

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin

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Posted on March 19, 2020 by Eric Zeitlin

The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]

Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger

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Posted on January 28, 2020 by Lee Hediger

To encourage more people to engage in estate planning and communicate how they intend to maintain, protect and distribute their assets upon incapacitation or death, the Florida legislature recently approved the use of electronic wills and certain other legal documents. Effective Jan. 1, 2020, Florida residents have the convenience of creating and executing wills and […]

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