CARES Act – What You Should Know

Author: Patrick Runyen

As a Wealth Manager at Independence Advisors, Patrick Runyen, CPA/PFS, CFP® works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions. CLICK HERE TO ASK PAT.

March 23, 2020  |  

What Should I Do Now?

Volatile markets, constant news reports, social distancing and the necessary separation from aged or compromised loved ones has all of us on edge. Understandably, investors are asking themselves, “What should I do now?”