Blog

Revisiting insurance amidst a pandemic

Peter Pigeon, CFP®

Friday, May 29, 2020

Nothing will make you question your mortality and the associated financial risk quite like a global pandemic. Unfortunately, as financial planners, we see too often clients with no rhyme or reason behind their financial risk management...

On March 27, 2020, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to loosen access to retirement plan funds for individuals impacted by the...

As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19...

Please take a moment to listen to our COO & Co-Founder Peter Pigeon on the South Carolina Business Review. Pete talks with Mike Switzer about the emotional toll that comes with investing during a crisis and how to stay positive amidst...

When was the last time you reviewed your insurance policies? Have you ever put together an actual insurance plan to make sure you aren’t missing anything? Our next guest says many people tend to put off insurance planning because...