Morrow Financial Services

11/02/2020

The Federal Reserve did two interesting things in the summer of 2020.

06/04/2020

Here are 4 ways the Secure Act is trying to make retirement more secure for millions of Americans.

05/07/2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides for retirement plan relief for individuals under the federal tax law. Included are special provisions for “coronavirus related” distributions and loans. For those seeking to preserve their retirement funds, certain required minimum distributions from retirement funds can be suspended for year 2020.
If you have any questions I can be reached at (716) 655-2177.
Thank you,
Char

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Morrow Financial is not affiliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis. The CARES Act...

04/25/2020

Our latest Client Alert takes a look at the recent surge of coronavirus scams.

04/21/2020

Attached is an article that offers opinion and points to consider about the impact of COVID-19 on our economy and markets.

As always, I am here to answer any questions you may have. I can be reached at (716) 655-2177.

Char

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Morrow Financial is not affiliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Putting current market volatility into historical perspective helps you stay the course during turbulent times.

04/03/2020

Attached is information about the new Economic Security (CARES) Act signed into law on March 27,2020 for Coronavirus Pandemic aid and relief to individuals, businesses, corporations and accompanying economic crisis. Major provisions of the act are summarized here. As always, I am here to answer any questions you may have. I can be reached at (716) 655-2177.

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Morrow Financial is not affiliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

New legislation includes multiple provisions to provide relief.

01/10/2020

Attached is an article which explains phase one of the new trade pact with China and also the new United States-Mexico-Canada Agreement (USMCA) that was passed by the House of Representatives in December 2019 that will likely replace the existing North American free trade Agreement (NAFTA).
Char

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Morrow Financial is not affiliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Learn about two recent trade agreements and their potential impact on consumers and the U.S. economy.

01/06/2020

We are starting off the new year in 2020 with some sweeping IRA and Retirement Plan changes that took effect on January 1st 2020. Some of the changes may apply to you. Required Minimum Distributions on IRA accounts can now be delayed until age 72. Also, if you are over age 70.5 and still generate earned income, you will be able to continue contributing to your IRA accounts.

The new appropriations act includes major changes to retirement plan laws.

09/24/2019

09/24/2019

Can the U.S. economy's decade of growth continue?

09/04/2019

Our latest client alert looks at the yield curve as an economic indicator.