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How to Be Positively Skeptical - Part 1: The Benefits of Having a Doubt

Submitted by Desmond Wealth Management, Inc. on April 1st, 2020

“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s something I made up. It means someone who neither hopes without reason, nor fears without reason - someone who constantly resists the overdramatic worldview.”

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What Does the $2 Trillion Stimulus Package Mean for You?

Submitted by Desmond Wealth Management, Inc. on March 29th, 2020

The “Coronavirus Aid, Relief and Economic Security Act” (CARES Act) includes many tax and financial breaks for both individuals and businesses. We broke down many of the essential elements and how they can assist you and your business during this troubling time.

Tags:
  • tax return
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The SBA Is Providing Small Business Disaster Loans for Relief During the Coronavirus Outbreak

Submitted by Desmond Wealth Management, Inc. on March 24th, 2020

The U.S. Small Business Administration (SBA) has never faced a challenge like the COVID-19 outbreak, but they’re stepping up to help small business owners who are suffering financially during these uncertain times. 

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Three Thoughts During Scary Markets

Submitted by Desmond Wealth Management, Inc. on March 22nd, 2020

So, remember all those times we’ve said that investment risks and expected rewards are related?

Coronavirus-fueled fears, driving economic insecurities, aggravating a host of simmering global sore spots, spiraling into stomach-wrenching market sell-offs…

Tags:
  • Portfolio goals
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Taking a New View on Coronavirus

Submitted by Desmond Wealth Management, Inc. on March 15th, 2020

You know times are strange when you’re hearing from everyone – from the government to your local grocer – on what to do about the coronavirus. Believe it or not, we have a fresh perspective, which we think you’ll find helpful.

Tags:
  • Portfolio goals
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Recent Market Volatility

Submitted by Desmond Wealth Management, Inc. on March 10th, 2020

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.

Tags:
  • Portfolio goals
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10 Things To Do Right Now While Markets Are Tanking

Submitted by Desmond Wealth Management, Inc. on March 7th, 2020

Not long ago, some investors had yet to experience what it was like to weather turbulent markets. Even those who had, might have forgotten how scary it can be. This concerned us. So, to help people practice for scary days ahead, we published a fire-drill piece: “10 Things To Do Right Now While Markets Are (Not Really) Tanking.”

Tags:
  • Portfolio goals
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Congress Adds More Uses for College Savings Plans (Sec 529 Plans)

Submitted by Desmond Wealth Management, Inc. on February 20th, 2020

On December 20, 2019, President Trump signed into law the Appropriations Act of 2020, which included a number of tax law changes, including extending certain tax provisions that expired after 2017 or were about to expire, retirement and IRA plan modifications and other changes that will impact a large portion of U.S. taxpayers as a whole.

Tags:
  • Financial Planning
  • tax return
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15 Must-Know Tips for Protecting Your Identity

Submitted by Desmond Wealth Management, Inc. on February 18th, 2020

Written by Dani Arthur 

At some point, we've all wished we could change places with someone else, preferably someone rich and famous. Guess what? There are plenty of people who'd love to be plain-old you, and they'll go to great lengths to get their hands on your identity.

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You, Your Retirement and the SECURE Act

Submitted by Desmond Wealth Management, Inc. on February 15th, 2020

You may have missed the news – buried in a much bigger spending bill and passed in the thick of the holiday season, but after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.

Tags:
  • Roth IRA
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