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Clear Harbor Flash

As Seen and Heard on Reuters TV and Bloomberg Radio


New Tax Filing and RMD Rules for 2020

- Due Date for Federal Income Tax Returns and Payments Postponed to July 15 - Required Minimum Distributions from IRAs, 401(k) plans, and Other Retirement Accounts are Not “Required” in Calendar Year 2020 Due to the coronavirus pandemic, the


Clear Harbor Flash: COVID-19 Market and Policy Impacts

I hope this note finds you and your family well as the COVID-19 virus escalates and alters each of your daily lives. We recognize that the news emanating from this virus has rattled financial markets and increased portfolio volatility in a manner most likely not observed since the Great Recession of 2008-2009. While we certainly cannot shift market sentiment or alter the trajectory of the virus, we remain on call to respond to your concerns, thoughts, and questions.