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Explore: Key Retirement and Tax Numbers for 2020

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Key Retirement and Tax Numbers for 2020

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2020.

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What the Coronavirus Means for Markets

The 2019 Novel Coronavirus, with over 40,000 cases and 900 deaths, has grown into a major health issue with a greater scope than the SARS outbreak of 2002 & 2003.  Beyond the obviously tragic human toll, the virus’s spread has caused significant anxiety for financial markets as well. 

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Condor Capital’s Ken Schapiro Recognized as One of 2020’s Forbes Best-In-State Wealth Advisors

We are honored to announce that Ken Schapiro, Founder and President of Condor Capital, has been selected as one of the Forbes Best-In-State Wealth Advisors for 2020. He is currently #15 in the north New Jersey rankings. This marks the first year he has received this prestigious placement.

Advisors for this list are selected after extensive research and interviewing as part of SHOOK Research’s careful methodology.  They are evaluated through both quantitative and qualitative metrics, including but not limited to: weightings from revenue, client retention rates, assets under management, compliance records, industry experience, and whether they exhibit “best practices” when working with clients.

For a link to the full rankings, please click here.

Condor Capital Management

Founded in 1988, Condor Capital Management is an employee-owned, SEC-registered investment advisor based in Martinsville, N.J. employing 20 professional and support staff.  Since Condor is a fee-only investment management firm, its fees are based on portfolio size, not sales commissions or number of trades. For more information on Condor Capital Management, please visit https://www.condorcapital.com or call 732-356-7323.

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The SECURE Act Offers New Opportunities for Individuals and Businesses

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending bill and signed into law by the president in December. Here are a few provisions that may affect you. Unless otherwise noted, the new rules apply to tax or plan years starting January 1, 2020.

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Condor Capital Reviews 4th Quarter 2019

Financial markets finished the year near all-time highs, wrapping up a decade marked almost exclusively by bull markets.  The S&P 500 Index gained another 9.06% in the fourth quarter, resulting in an overall gain of 31.48% for the U.S. benchmark in 2019.  While it should be noted that this stellar year came off a low base thanks to a relatively large market downturn in December 2018, it still proved to be a year of strong economic growth and multiple expansion, with markets resilient against trade and political uncertainties.  As was often the case in 2019, growth stocks outperformed their value counterparts in the fourth quarter, though the gap between the two did narrow in the second half of the year.  Healthcare and technology stocks significantly outpaced many other sectors, while real estate and utilities lagged notably.  Small-caps finished the quarter as the top performers, followed by large-caps and then mid-caps.

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How to Land a Better Financial Aid Package

Your child has applied to several colleges, and the financial aid awards are starting to arrive. But when you take a look, they’re less than what you expected. Or maybe your returning college student got less aid than he or she did last year. Is there anything you can do to get more financial aid?

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