As many of you probably already know, Wall Street was been flipped upside down this week. For those who don’t, what happened? Well, this past week, we saw the most heavily shorted names on Wall Street sky rocket to start the year. Most notably, we saw monster moves in short squeeze stocks like GameStop, AMC,…
Despite the coronavirus pandemic, 2020 was another fantastic and charitable year for donor-advised funds (DAFs). When the markets initially plunged and fundraisers were no longer allowed to happen in person, DAF donors stepped up to support both their favorite charities and others that addressed critical needs. When markets bounced back, donors continued to give, and…
The IRS has tons of rules and forms when it comes to your tax return. And a ton of those rules affect investing for retirement, so we rounded them up in one place. Below are some of the many limits that affect your retirement savings for the 2021 tax year. Click here for this downloadable…
The pandemic has disproportionately impacted low-earning Americans and many are paying higher bank fees for their misfortune, according to a new survey. Those financially hurt by COVID-19 are paying checking account fees that are four times higher than unaffected households with uninterrupted employment and income, a new Bankrate survey found. YouGov interviewed 2,743 adults online…
Brad Sherman has been named one of the best fee-only financial planners in the Washington, DC area by Washingtonian Magazine! Every 1-2 years, Washingtonian Magazine publishes a list of the Washington, DC metro region’s top financial professionals. To create the list, the editors of Washingtonian survey hundreds of individuals in the local financial services industry,…
The popular Paycheck Protection Program (PPP), which provides forgivable loans to small businesses to keep them afloat during the pandemic, will reopen with a few changes as the federal government attempts to better target the money to the underserved, smaller businesses that need it most. Below you will find some key facts from the updated…
Brad Sherman and Ashley Perlmutter are joined by David Pearl, LCSW a psychotherapist and consultant who specializes in treating professionals, couples, performing artists and athletes. Together we will explore tips and advice on the money conversations you should be having with your significant other and when entering a new relationship. When two people with different…
As we kick off 2021 and you begin thinking about money moves you want to make this year, we want to provide you with some insights on a common rollover and some costly mistakes associated with it. A good place to start is by distinguishing the difference between 401k plans and IRAs. You may be…
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