News

The CARES Act of 2020: How Are Retirement Plans Affected?

April 15, 2020

 

 

The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” – the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic – was signed into law on Friday, March 27, 2020. The CARES Act contains certain relief provisions for qualified retirement plans and IRAs.

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THE CARES ACT OF 2020: HOW ARE RETIREMENT PLANS AFFECTED?

April 7, 2020

The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” – the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic – was signed into law on Friday, March 27, 2020. The CARES Act contains certain relief provisions for qualified retirement plans and IRAs.

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NuView COVID-19 Update

April 6, 2020

Together we are facing COVID-19, an unexplainable virus that has disrupted most of our lives, whether it is travel, entertainment, worship or perhaps even employment. While it seems we aren’t able to control a lot during these unprecedented times, NuView remains focused on helping our clients.

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Unintended Consequences of Government Policy

February 5, 2019

Government policies have a strong influence on the economy and markets.  Those policies can accomplish both their intended results, but also create unintended consequences.  The specific government policies that we are referring to include zero interest rates, quantitative easing, excessive growth of government spending in excess of tax collections and GDP growth, tax cuts, tariffs, and restrictions on foreign governments.  All of these policies may have good intentions but they do not occur in a vacuum.  We believe there are three unintended or ignored consequences:

  • Government and corporate debt have exploded
  • Inflation may begin to accelerate leading to stagflation
  • The dollar’s international reserves status is threatened

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Stock Market Volatility?  Don’t Worry, it will all Work Out…

October 15, 2018

 

As I write this brief piece, the Stock Market, represented by the Dow Jones index has plunged over 1300 points from record heights.  While this represents about a 5% decline, it seems like a volatile way to prepare for retirement.  Meanwhile, stock pundits are encouraging calm – as the losses only represents half of the gain of the entire past year.  They say, “Don’t worry, it will come back – it always comes back.”

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Trump Signs Retirement Executive Order 

September 4, 2018

 

Last week President Trump signed an executive order to expand access to employer sponsored retirement plans such as 401Ks.

How big a deal is this?

The purpose is to get more employers to offer sponsored plans to their employees – especially companies with smaller number of employees.  Forty Seven percent of all employees that work in companies with less than 100 employees have no employer savings plan.

First, to be clear, all that has been accomplished is that the administration has directed the Departments of Labor and the Treasury to consider ways to improve notice requirements to reduce paperwork and administrative burdens on the employers.  So, moving at the speed of government, we will likely see some regulatory easing of regulation and the ability for smaller companies to join with other companies to offer Multiple Employer Plans.  The objective is to lower the administrative costs and burdens, and make it more attractive to small businesses.

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Important Updates for NuView Clients

January 23, 2018

 

Please be advised that:

  • Your account statements from 2017 Q4 are now available in your client portal. Simply login to your client portal to access and/or download your statement.
  • Valuations are due. The deadline for Fair Market Valuations is January 31, 2018. There is a $25.00 fee per quarter per asset that will be assessed starting March 1st 2018 for all assets that have not been updated. Please contact us if you need any paperwork or assistance for your valuation.

 

Please contact us via email [email protected] or call us at 407-367-3472 if you have any questions.

All the best for 2018!

Creating Wealth USA Clients Raise Funds to Deliver 200 Wheelchairs to Families in Need Across the Globe

December 18, 2017

Funds were raised in a one weekend workshop to be delivered to the Wheelchair Foundation on behalf of Central Florida’s Chair The Love Foundation.

 

LONGWOOD, FL, December 13  At a recent Real Estate Investment Workshop in Orlando, hosted by Creating Wealth USA, attended by a national audience, participants generously provided over $30,000 to purchase 200 wheelchairs for the Chair The Love Foundation, which benefits the larger national organization, The Wheelchair Foundation.   Unlike most symposiums of their type, a significant focus was placed on the power of charity, and how that should be an important part of their business and personal development.

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Planning 4 Prosperity Alternative Investment Symposium Brings Experts Together to Offer Retirement Investment Education in Orlando on Friday, September 8

August 29, 2017

NuView Trust Company sponsors fifth annual symposium featuring high-profile speakers and panelists to educate retirement investors about real estate, mortgages, tax liens and other alternative retirement investment strategies available via self-directed IRA accounts; event proceeds benefit ‘Chair The Love’ Foundation. Continue reading…