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  3. March 2020

March 2020

How a Small Tweak In Your Portfolio Could Affect You

Submitted by BCR Wealth Strategies on March 31st, 2020

During these difficult times we and some of our peers have had people ask us:

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  • Author- Marshall Rathmell
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Help is on the Way! COVID-19 Stimulus Package Basics

Submitted by BCR Wealth Strategies on March 29th, 2020

Congress has passed The CARES Act.  This stimulus package brings relief to the American people during an unprecedented time when portions of the economy have been brought to a screeching halt.  We will outline some of the very basics that have emerged from this bill.  Like the SECURE Act, it is a massive bill with plenty of interpretation still to trickle out. 

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  • Author - Mark Hume
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Market Response to Crisis

Submitted by BCR Wealth Strategies on March 23rd, 2020

I am sure you have noticed; the market is down. People are nervous or fearful and those feelings are not unwarranted. Even though we have lived through the Avian Flu - H5N1 and the Swine Flu – H1N1 outbreaks, this feels a little different. I obviously can’t tell you when we will get a vaccine or when the market will make a comeback.

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  • Author- Clay Wood
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We're Still Cracking that Glass Ceiling

Submitted by BCR Wealth Strategies on March 16th, 2020

Mature women have more choices now than ever. We spent our youth forging ahead despite the gender limits we faced. Women revolutionaries in the late 60s and early 70s invaded and changed the face of the American workplace.

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  • Author- Sandra Cleveland
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Qualified Charitable Donation from your Required Minimum Distribution

Submitted by BCR Wealth Strategies on March 9th, 2020

Be Smart with Your Money – Make your Charitable Donations from your Required Minimum Distribution (RMD) using a Qualified Charitable Donation (QCD). This is a tax efficient way to use your RMD to make charitable donations and get the biggest tax bang for your charitable buck.

Tags:
  • Author- Harold Sasnowitz
  • Author- Sandra Cleveland
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How to Financially Prepare to Buy a House

Submitted by BCR Wealth Strategies on March 2nd, 2020

Buying a house is a big decision. It’s a big lifestyle decision and a big financial decision. Just like anything that impacts your life in a major way, it’s best to step back and do some planning first. Here are some tips on how to get ready financially.


Determine how much house you can afford.

Tags:
  • Author- Clay Wood
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