Business owners, successful professionals and those with retirement assets should be aware of current exemption amounts, and how recent history has proven that those amounts can change with the “stroke of a pen”

Normally the show topics are evergreen, but Will, Jay and Josh all felt that with a possibly historic election just days away, they would record some of their thoughts before the final outcome is known.

Tune in to hear Josh & Jay's thoughts on Hurricane Sally, what to do with employees, taxes, tech, incomes, cash flow, and reserves, and of course…Covid’s continued impact on our local business community.

The CARES Act permits a “coronavirus-related distribution” of up to $100,000, with favorable tax treatment, but employers across the country have struggled with this. Some implemented it; some are dead set against it, and some are taking a wait and-see approach.

Josh and Jay discuss the impact of Hurricane Sally plus everything that has changed over the past 6 months while dealing with the Covid pandemic

Learn how we use math, methods, systems, research, collaboration and common sense to construct investment portfolios to match investor's time horizon, risk tolerance & goals, and how that played a critical role in portfolio resiliency during the crisis.