Important Information about the American Rescue Plan

Stimulus Check

Eligibility for the $1,400 (per person) stimulus check will be based on your reported income from either your 2019 or 2020 (if filed) tax return. Individuals will be eligible if they have an AGI of $75,000 or less and Married couples with an AGI of $150,000 or less. The income cap is $80,000 and $160,000 respectively. Many people have already received their stimulus payment or will within the coming weeks. You may still use the “Get my payment” tool on IRS.gov to find out specific details regarding your payment.

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Post-Election Thoughts

Making trade and investment decisions based solely on big events is hardly ever an effective strategy. Having said that, there were obvious concerns about how this year’s election would affect markets and planning strategies. The best thing to do would have been to pick an allocation which you felt comfortable with and ride whatever wave came along with the election results. Some investors sat the sidelines, some bought what they thought might be winners in whatever their assumed outcome scenario was. All in all, what occurred is what I mentioned in our previous election commentary blog – the markets only care that there IS a President.

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Taxes and Trade: What the Election May Mean for your Investments

On the heels of the first Presidential debate of the 2020 Election, investors are increasingly turning their attention to the election and the impact that the result will have on the stock market. It is understood that elevated uncertainty usually affects markets in a negative way bringing lower stock prices. But as we have seen throughout our experiences with COVID this year; stocks move based on expectations of the future.

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Economic Impact Payments

Many have received the Economic Impact Payment from the IRS, while some still await their payment. Here are some facts that you should know:

Payments will be made throughout the rest of 2020. If you don’t receive a Payment this year, you can also claim it by filing a tax return for 2020 next year.

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The CARES Act Explained

Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is addressing the immediate fallout in the business world and in peoples’ personal finances, an attempt to cushion the impact of social distancing and the loss of work and business that it entails.

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Tariffs, Trade and Global Growth

  • Economy

While you may have heard that the economic summit was contentious, to say the least, for the first time in nearly 3 decades the Asia-Pacific Economic Cooperation did not issue a communique. This was largely due to Chinese officials feeling they were singled out by the group for not being transparent.

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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