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The Fragreport

Modern Market Run on Data: Let's Drive! 

Welcome to The Fragreport. Our blog serves as an insightful resource covering markets, financial topics, culture and current affairs.

Year-end planning: 2020 changes and your end-of-year checklist Thumbnail

Year-end planning: 2020 changes and your end-of-year checklist

Among its countless impacts, the coronavirus pandemic led to the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which brought investors a number of changes to deal with this year. In addition, investors are seeing changes in 2020 that were created by the Setting Every Community Up for Retirement (SECURE) Act, which was signed late in 2019.

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Charitable giving considerations for 2020 Thumbnail

Charitable giving considerations for 2020

Given the extraordinary events surrounding the coronavirus pandemic, many of us already have looked for ways to contribute. What you may not know is that the Coronavirus Aid, Relief, and Economic Security (CARES) Act contains provisions to make it easier to take tax deductions on charitable donations in 2020.

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The IRA opportunity for late 2020 Thumbnail

The IRA opportunity for late 2020

If you have a Traditional Individual Retirement Account (IRA), you might be familiar with the regulation to take required minimum distributions (RMDs) beginning at age 72. What you may not know, however, is how that the Coronavirus, Aid, Relief and Economic Security (CARES) Act provides valuable RMD flexibility for 2020.

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Four things to know about risk Thumbnail

Four things to know about risk

Whether you’re already investing or are just thinking about it, you should understand risk and the role it can play in a portfolio. And although it may seem simple enough on the surface, risk can be one of the most difficult concepts to grasp – especially for new investors.

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