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blog, Investment Planning, News

Coronavirus (COVID-19) & Market Volatility Update – At War (April 9th, 2020)

Note: This market review was published on April 9th, 2020 and may not be reflective of current market or investing issues.

Wars can be very inconvenient and last a long time.  Around our office, we feel we are fighting wars on two fronts; one a health care war and the other, an economic war.

Health Care War – Obviously, this is not our area of expertise, so when life is threatened, one should at least find an expert.  Dr. Scott

Posted on April 9, 2020 0
blog, News, Retirement Planning, Tax Planning

CARES Act – What May Affect You

The COVID-19 (COVID-19) pandemic has left its mark on global and domestic markets. Government guidelines to practice “social distancing” has significantly impacted commerce as consumers are staying at home. The U.S. stock market ended its historical bull run of eleven years in mid-March. Many businesses have suffered in this time, unfortunately resulting in many employees being laid off.

The United States Congress scrambled to create a stimulus relief bill to help aide the economy and the American people. The

Posted on April 3, 2020 0
blog, Investment Planning, News

Coronavirus (COVID-19) & Market Volatility Update (March 25, 2020)

Note: This market review was published on March 25th, 2020 and may not be reflective of current market or investing issues.

I hope this finds you well.  Jon Meacham, today on a news show, was referring back to the phrase in the Declaration of Independence: life, liberty and the pursuit of happiness.  Certainly it is no coincidence that Thomas Jefferson put the word life first.  As Americans, we find ourselves fighting two wars at the same time in

Posted on March 25, 2020 0
blog, Investment Planning, News

Coronavirus (COVID-19) & Market Volatility Update (March 9, 2020)

Note: This market review was published on March 9th, 2020 and may not be reflective of current market or investing issues.

Erik Larson has just released a new biography of Winston Churchill entitled The Splendid and the Vile.  It documents the one year from May 10, 1940 to May 10, 1941, the period in which Nazi Germany overran France and began the bombing of London.  During this perilous time “Churchill’s great trick was his ability to deliver

Posted on March 13, 2020 0
blog, News, Non-Profit Spotlight

Chad Odell Joins Epilepsy Foundation of Alabama Board

Longview investment analyst, Chad Odell, has recently joined the advisory board of the Alabama chapter of the Epilepsy Foundation.  Chad’s wife has suffered from seizures for more than 15 years, but it took years for her to receive a formal diagnosis of epilepsy.  Since receiving her diagnosis her seizures have improved, but they have not gone away.  Her diagnosis still affects their daily lives and Chad is excited to have the opportunity to serve a cause that means so

Posted on March 6, 2020 0
blog, Investment Planning, News

Coronavirus (COVID-19) & Market Volatility (February 28, 2020)

Note: This market review was published on February 28th, 2020 and may not be reflective of current market or investing issues.

In his brief essay yesterday, Woody Brock, one of our research partners, wrote that the Coronavirus is truly an “unknowable unknown”.  And while we are all sympathetic to those who have died, or are sick and possibly stranded, the stock market around the world can be brutal when there is not enough information to make an informed decision.

Posted on February 28, 2020 0
blog, News, Philanthropic Planning, Retirement Planning, Tax Planning

Secure Act Bring Changes to Your Planning – Part 1

Over the summer of 2019, the House of Representatives passed the bipartisan Setting Every Community Up for Retirement Enhancement (SECURE) Act. On December 19, 2019, the Senate passed the bill, and it was signed into law by the President on December 20, 2019.

The bill affects many Americans and may potentially result in the update of many financial plans here at Longview. The bill is long and covers many areas including the following:

  • Required Minimum Distributions from qualified accounts
  • Contributions
Posted on January 8, 2020 0
News

Happy New Year!

Happy New Year!

As we begin a new year, we would like to thank you. Thank you for sharing your lives and your stories with us over the last year. Some of you celebrated – adding to your family, retiring, or moving to a new home. Some of you have mourned – losing loved ones, going through a divorce, or struggling with health issues. Thank you for allowing us to be a part of your lives. We value the

Posted on January 1, 2020 0

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