Author Archives: admin

Opening the Mega Backdoor Roth 401(k)

Americans are responsible for saving for retirement, and employer-sponsored defined contribution plans are intended to make it easier. Rules and limits are supposed to level the playing field, but they may also keep some people from maximizing their savings. 402(g) … Continue reading

2Q Market Insights

MARKET INSIGHTS Back in February, we discussed Congress’s power to draft and pass legislation, and the Federal Reserve’s tools to influence the liquidity of the economy. We also discussed how fiscal and monetary policy move the needle, while broader macroeconomic … Continue reading

Heritage Wealth Architects Acumen Bulletin April 2020

We’ve seen a lot in the last six or so weeks, most of it from the comfort (confines) of our homes.  In this Acumen, we will go through what we’ve seen thus far in investment markets answer some of the … Continue reading

April 03, 2020 COVID-19 Update

Updates regarding the two types of loans currently available to small businesses dealing with the economic consequences of COVID-19: * SBA Economic Injury Disaster Loan (EIDL)* Paycheck Protection Program (PPP) (also called SBA 7(a))created by the newly signed CARES Act … Continue reading

April 01, 2020 COVID-19 Update

If you are a business owner, we want you to be aware there are two types of loans currently and (to be) available to small businesses dealing with the economic consequences of COVID-19: SBA Economic Injury Disaster Loan (EIDL) Paycheck … Continue reading

March 30, 2020 COVID-19 Update

You may have heard about the historic relief and stimulus package passed last week.  Here are some of the most important provisions of the CARES Act that may affect our client and strategic partners:

March 24, 2020 COVID-19 Update

Here’s a useful chart showing the spread of confirmed cases of #COVID-19 in different countries from our strategic partners at Natixis Investment Managers. We recommend tracking the slope of the curve, or the rate of increase, for each country. We’re … Continue reading