CSA Financial

September 1 , 2020 | Posted by James McGrath |

Concentration of the S&P 500

It was recently reported that the S&P 500 Index has again reached all-time highs as we go through the sixth month of the economic recession of this year. How is it possible that when the economic data seems so bad that the stock market is reaching new levels? Are all businesses really doing that well?

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March 31 , 2020 | Posted by Emilie Schwarz |

CARES Act Impact on Retirement Plans

Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act and it was signed into law on Friday March 27th. This piece of legislation has many components to provide relief to individuals and businesses to help mitigate negative impacts of the Coronavirus, including several that alter the rules surrounding retirement plans for 2020. Required

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October 30 , 2019 | Posted by Emilie Schwarz |

Recessions: Breaking Down the Buzz

If you’ve listened to the news the past two years, you may have heard speculation on when the next recession will be. Commentators are looking for signs as to when the recession will start and making predictions for how it will impact the markets. Since recessions are notoriously hard to forecast, that means a lot

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December 18 , 2018 | Posted by Marc Wambaugh |

Why Should You Diversify?

As 2019 approaches, volatility has returned to the stock markets.  With that volatility comes a feeling of insecurity as investors watch their statement values go up and down.  During these times, the conventional wisdom is that diversification can help smooth out the ride.  However, US stocks have outperformed non-US stocks in recent years. For the

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July 13 , 2018 | Posted by Brad Schueler |

Tax Planning and Your Investment Portfolio

Summertime is back upon us and brings with it a break from school for families, summer vacations, and generally a more relaxed pace of life. The stock market has gotten off to a volatile start this summer. Market volatility can lead to rebalancing of an investment portfolio, which may, however, lead to tax consequences from

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