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Too fast or too Soon

Nationally, the numbers are encouraging. Digging deeper there is a concern that some states have opened too fast, too soon. Evaluating some states such as Arizona and Texas, where growth in the virus has increased and hospitalizations are rising. It’s uncertain how long this pattern will continue…

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Underlying Concerns

Nationally, the numbers are encouraging and illustrate a modest improvement. Digging deeper there is some concern when evaluating some states such as Arizona where growth in the virus has increased and hospitalizations are rising.

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Greater Testing

On a weekly basis we are updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500. “The ultimate measure of a man is not where he stands in moments of comfort but where he stands at times of challenge.” – Martin Luther King Jr

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Charitable Giving: Weighing your Options

The passage of the TCJA (Tax Cuts and Jobs Act) a few years ago made the topic of charitable donations an even more interesting one when it comes to tax planning. Since charitable donations are an itemized deduction and many taxpayers found themselves in a position where they would no longer be itemizing, it became even more necessary to look at every possibility when it comes to fulfilling the desire to donate while also achieving the best tax outcome.

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Turbulent Times, Rising Market

The chart below illustrates the price movement in the S&P 500 against the growth rate in the CDC’s reported number of Covid-19 cases. “Every human being has four endowments – self-awareness, conscience, independent will, and creative imagination. These give us the ultimate human freedom: The power to choose, to respond, to change.” ~ Steven Covey

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Market Rally Continues

“I like clarity of thought. Don’t get involved in distracting minutiae and details that cloud what your question is, what your mission is, what your mandate is.” Dr. Anthony Fauci On a weekly basis we are updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500.

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Hey COVID-19

We think that it’s important to note for everyone, not just investors, that despite the despairing headlines there are indications that the worst is behind us. It bears repeating: the market is a leading indicator. The path higher will not be a straight line and investors will wonder if the recent low will be tested again. Market bottoms are always obvious in the rearview mirror. Calling one in advance with precision or in real time is not possible...

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1Q20 Quarterly Letter

Instead of worrying about the present crisis, more attention needs to be focused on how people behaved in past bear markets. What have you learned? Have you learned that the rationale for selling because it is different this time has never proven to be true?

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What is a Coronavirus-Related Retirement Plan Distribution?

The CARES Act includes provisions that allow individuals to take early retirement plan distributions within certain rules. These changes include provisions for people with COVID-19 or who have family members with the illness. It also includes those who experience adverse financial consequences as a result of being quarantined, laid off, furloughed or having work hours reduced because of the illness.

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Congress Recently Passed the CARES Act

The Act includes many different provisions to help taxpayers navigate our current situation. In addition to the CARES Act there have been other changes to items typically subject to the April 15th tax deadline. Here are a few of the areas we believe will have the greatest impact on our clients.

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2019 GIPS Annual Disclosures

At Curran Investment Management we believe in abiding by the highest ethical standards and principles. When it comes to performance, it means adhering to GIPS, global investment performance standards.

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A Message From Tom and Kevin Curran

At Curran Wealth Management, our investment strategies have been tested. We have guided our clients through the collapse of technology stocks in 2000, 9/11, the Financial Crisis of 2008 and now through Covid 19...

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Staying the Course – Coronavirus and Stock Market Volatility

At Curran Wealth Management, our client's investments are designed to support long-term objectives, not today’s needs. In situations like this, it is important to have perspective and remember that swift market drops are not unusual. Of course, the headlines are scary and fear of the unknown is scariest of all, but the nature of the market is that it will go up and down. That is just par for the course...

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