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Every week we update our News and Articles section with current events. Topics range and all categories can be found listed below. Please feel free to contact us with comments or suggestions for topics you think we should discuss.

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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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What’s in Store After Congress Passed Last-Minute Tax Changes?

Congress recently passed a new spending bill which included many changes to the tax law. Those changes included retirement plan issues that became effective in 2020, as well as extensions through 2020 of a number of tax provisions that had expired or were about to end. The list of changes is quite extensive and many are likely to affect individual tax returns. Here is a run-down on some of the new tax provisions...

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Big Changes Coming to your IRA

The federal government spending bill has been signed. The bill includes The Secure Act which has many changes for your retirement savings rules. We have provided some of the highlights of the bill and how to get assistance.

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