Local Blogs

April 28, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Lessons from the 1918 Pandemic

Listen here as Alvin Carlos shares some lessons we have learned from the Pandemic of 1918 that can help us during this modern day pandemic.  

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April 28, 2020 | Carey Heller, Psy.D.

Dr. Carey Heller

BLOG: Reducing Stress During Covid-19 Take Action Now!

There are many things that are likely causing stress for you right now due to the Coronavirus pandemic. Each person’s experiences of this situation are likely somewhat different, which means that the specific stressors are also going to be. For many people, the day-to-day activities of navigating remote work, childcare, and education in of themselves […]

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April 21, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Have We Reached the Stock Market Bottom?

Alvin Carlos discusses the decline in the stock market and answers five frequently asked questions in this short video.

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April 21, 2020 | Mark Avallone, MBA, CFP®, CRPS®

BLOG: What Investors Can Do Now

As any investor knows, the COVID-19 virus has recently put the stock market on a vicious roller coaster. After a quick and severe drop of almost 40%, as of April 13, the stock market has recovered almost 30%. Unfortunately, we still need another 20% bounce in order to reach our prior all-time highs. Nevertheless, the […]

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April 21, 2020 | Juanita Farmer, CPA

BLOG: Watch Out for Coronavirus-related Scams

Taxpayers should be on the lookout for calls and email phishing attempts regarding the Coronavirus, or COVID-19 that could lead to tax-related fraud and identity theft. Because criminals take every opportunity to perpetrate a fraud on unsuspecting victims during times of need, taxpayers should also be skeptical about text messages received and websites and social […]

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April 16, 2020 | Carey Heller, Psy.D.

Dr. Carey Heller

BLOG: Keeping Kids Engaged in Online Therapy/Coaching and Other Remote Sessions

As a psychologist who specializes in ADHD/executive function issues (i.e., time management, organizational, task initiation trouble), helping children and teens stay focused and engaged during sessions is not something that is new to me. Many of the kids I work with like to be active and have trouble sitting still. With the COVID-19 pandemic and […]

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April 13, 2020 | Juanita Farmer, CPA

CARES Act: Information for Individual Taxpayers

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, the stimulus bill that was signed into law on March 27, 2020, contains legislation to stabilize the economy during the coronavirus pandemic. These measures include economic recovery checks for taxpayers, as well as several other tax provisions affecting individuals. Let’s take a look at a few […]

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April 13, 2020 | Carey Heller, Psy.D.

Dr. Carey Heller; Licensed Psychologist

BLOG: When There’s a Pandemic, You Can’t Sweat the Small Stuff

It’s hard to argue with that statement, which my wife, Hope, reminded me of recently. We were discussing how little things with parenting that might get on our nerves such as being pestered for “one more episode” of a television show or a child throwing a fit about being out of their favorite kind of […]

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April 8, 2020 | Juanita Farmer, CPA

BLOG: Tax Returns and Estimated Taxes Now Due July 15

Due to the coronavirus pandemic, the federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020. Taxpayers can also defer federal income tax payments due on April 15, 2020, to July 15, 2020, without penalties and interest, regardless of the amount owed. In addition, the payment and return-filing […]

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April 8, 2020 | Carey Heller, Psy.D.

Dr. Carey Heller

BLOG: The Emotional Tug of War Between Remote Working and Time with Family During Covid-19

Prior to COVID-19, many adults went to a physical location for work while their children went to school. Thus, aside from parents of young children too little to attend school or those whose jobs or other obligations impeded their ability to be home in the evenings or on weekend, there was likely less emotional pull […]

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