Grappling with Coronavirus by GrandView Asset Management

Grappling with the Coronavirus

Right now, markets are reacting to the news because the outcome is unknown. In a way, COVID-19 has “infected” markets all around the world. In times of market uncertainty, some traders believe the best approach is to sell. Fear is driving decisions. Nobody would blame you if this uncertainty gave you a bit of anxiety, as well.

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The Secure Act by GrandView Asset Management

The SECURE Act

While the SECURE Act represents some of the most significant changes we have seen to the laws governing financial saving for retirement, it’s important to remember that these changes have been anticipated for a while now. If you have questions or concerns, reach out to your trusted financial professional.

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Estate Management Checklist by GrandView Asset Management

Estate Management Checklist

Do you have an Estate Management checklist in place? Often times the simplest things are overlooked. For example, when was the last time you assessed your life insurance coverage? Do you have a will? Do your heirs have knowledge of where your critical documents might be? Do you have the proper succession plan in place to protect your business?

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Inflation and your Money Article by GrandView Asset Management

Inflation and Your Money

When inflation is low, it’s easy to overlook how rising prices are affecting a household budget. On the other hand, when inflation is high, it may be tempting to make more sweeping changes in response to increasing prices. The best approach may be to develop a sound investment strategy that takes both possible scenarios into account.

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Why you need an estate strategy by GrandView Asset Management

Why you need an Estate Strategy?

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed. Nevertheless, most people have neglected to put such plans in place.

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