Johny G. Makhijani, CFP, AAMS

Here’s an upcoming webinar on the CARES Act that will give a lot of great information on the PPP and EILD programs.

For those of you who take Required Minimum Distributions (or know someone who does) here are some lesser known facts that came about from the CARES act. The main one being you don’t have to take your 2020 RMD this year if you don’t need it which could drastically effect your taxes. And if you already have taken it, there’s still some things we may be able to do.

If you are a small business you should read this...

Here’s some good information on how the stimulus package effects you... as always please don’t hesitate to reach out.

Your health and well-being are a top priority and we are committed to serving your needs. We remain open for business and are here to help you navigate the volatile markets through whatever means are most comfortable for you. We can meet with you virtually via phone call, online or in person. You can also access your account information anytime at ameriprise.com or through the Ameriprise app. Thank you for the trust and confidence you have placed in us. We wish you and your family health and safety during this time and always.

When you sell during a panic you may miss the market's best days. A smart article to keep in mind during this period of uncertainty...

Markets go up and down for various reasons. I think the most important thing during times like this is to have a plan and keep perspective. Even if you aren't dollar-cost averaging, using the silver lining to your advantage is key! Here's a quick read for you to keep calm. As always, feel free to reach out to me if you have any questions.

Chaos is an opportunity for the prepared...

With everything we've gone through in 2020, we still have an election coming up! And with each election comes ramifications towards certain industries. I've posted an interesting article on my website on how each of the candidates might impact different sectors of the market. Read this for now, and in my next post I will show you how past presidents have done throughout their years in office! https://www.ameripriseadvisors.com//potential-sector-impac

Would a Roth Conversion benefit you? With unemployment being near all time highs and some business owners having a "light" income year, this could be a prime year to consider a complex strategy like this. Depending on your situation, this could greatly increase your "Real Net Worth" in retirement. Please feel free to call me to discuss if this strategy makes sense for you. *This PDF will be displayed for only 24 hours.

Interesting news for small business owners who qualified for the PPP plan.

Love it when my 3 year old says Dada, did the stock market go up or down? If it goes up 5 days in a row I get a new toy right??Love it when my 3 year old says Dada, did the stock market go up or down? If it goes up 5 days in a row I get a new toy right??