News and Commentary

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 […]

Relatable Finance Podcast Episode 30 – How Does Gold Fit Into An Investment Plan?

Posted on October 22, 2019

In this episode, the relatable finance guys discuss gold as an investment.   International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. U.S. government bonds and Treasury bills are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and […]

What is Probate? by Lee F. Hediger

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Posted on September 30, 2019 by Lee Hediger

Probate refers to the legal process of settling an individual’s estate after their passing and distributing their property and assets to heirs and other named beneficiaries. Generally, the court will follow the directions contained in a decedent’s will when deciding how to distribute assets to beneficiaries and name guardians for minor children. However, when a […]

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