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Investment Management
Blog
Mark Lund

Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. 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 To put this monumental

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Investment Management
Blog
Mark Lund

Pullbacks, Corrections, and Bear Markets
 – Provided by Mark K. Lund, Financial Advisor

What’s the difference? What do these terms mean for you? 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 the market drops, some investors lose perspective that

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