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Be WELLthy Blog

What You Can Do Right Now to Help Those Most Affected by Coronavirus

Mar 24, 2020 |

While we come to terms with the many new realities facing our society, our team has compiled resources on how to help those affected by the coronavirus.

March 24, 2020 |

What the IRS Tax Extension Means for You

The IRS tax payment extension provides federal income tax relief to affected taxpayers in response to the coronavirus pandemic.

March 23, 2020 |

Why Retirement Plan Sponsors Need a Fiduciary Advisor in a Volatile Market

A retirement plan fiduciary advisor proactively manages the plan sponsor’s obligations and benchmarks the plan every 2-3 years.

March 17, 2020 |

Timeless Investment Truths in Uncertain Times

It's helpful to revisit the investment truths that guide our decision making. Which truths are most important for investing in a bear market?

March 09, 2020 |

Revisiting Your Portfolio Strategy As Bear Market Looms

With equity markets nearing bear market territory, investors may wonder if they (or their advisor) could have done something to anticipate such a…

February 27, 2020 |

The Market Is Down. What Should You Do?

Investors should not change a strategy they put in place during rational times when an unfavorable—yet inevitable—outcome eventually comes to pass.

January 06, 2020 |

SECURE Act Changes Put Focus on Retirement Planning. Are You Prepared?

The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.

December 18, 2019 |

An Introduction to Dollar-Cost Averaging

While dollar-cost averaging may not result in higher expected returns, it can offer peace of mind to those who fear making decisions that…

December 03, 2019 |

Is Your Election-Year Donation Tax Deductible? Here’s How to Know

The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?

November 11, 2019 |

How to Save More on Your Oregon 529 Plan Contributions

For parents earmarking funds for a child’s college expenses, there are some changes you need to know prior to year-end for the Oregon…