Impact Blog

CARES Act Important Updates

As you are likely aware, the $2 trillion CARES Act passed this quarter included changes to tax filing deadlines and Required Minimum Distribution rules for this year, as well as plans to send individuals stimulus (ie. disaster-relief) checks. Additionally, the Federal Reserve has worked fast to maintain liquidity in the markets, creating additional opportunities and risks to be aware of. Below is a summary of regulatory features that may likely impact you, along with our suggested next steps. Please let us know if you have any questions or would like to discuss any of this in greater detail. Tax Filing Deadlines: Since the tax return filing deadline for 2019 income tax returns was extended t


For perspective, below is a snapshot of the US Stock Market (^GSPC) vs Gold (GLD) vs Long Term Treasuries (SPTL) vs Bonds (BND) over the last Two and Five Years. Looking at the two year graph, you can see how obviously valuable it is to have a diversified portfolio, holding low-correlated assets such as Gold, Long Term Treasuries, and Bonds, all of which have significantly outperformed the US Stock market over this period. TWO YEARS FIVE YEARS Observing the five-year graph, one of the fascinating narratives depicted is the sudden divergence of Long Term Treasuries from the US Stock Market in November 2016, during the last US Presidential election, with Gold dividing the two mirror performanc

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Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Disclosures or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.