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The SECURE 2.0 Act
January 2, 2023
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Inflation Reduction Act's Individual, Small Business Credits
August 27, 2022
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Considering I Bonds
August 27, 2022
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Important changes to the Child Tax Credit
June 25, 2021
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Info about upcoming conversion of DFA's US Tax-Managed mutual funds to ETFs
April 7, 2021
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Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline
March 18, 2021
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New More Favorable Paycheck Protection Program (PPP) Rules for Schedule C Filers
March 15, 2021
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Consolidated Appropriations Act, 2021 - Impact on Business Taxes
February 12, 2021
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The Consolidated Appropriations Act and its impact on your 2020 tax return
February 11, 2021
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DFA Market Review 2020 - Looking Back on an Unprecedented Year
January 8, 2021
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Dimensional Funds offering Exchange Traded Funds (ETFs)
December 14, 2020
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Updates on Paycheck Protection Program (PPP) Loan Forgiveness
October 27, 2020
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Paycheck Protection Program (PPP) - Application deadline extended until August 8th
July 31, 2020
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Paycheck Protection Program (PPP) Flexibility Act
June 9, 2020
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When Stock Prices and the Economy Diverge
May 26, 2020
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SBA Issues Paycheck Protection Program Loan Forgiveness Application
May 19, 2020
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Additional SBA Disaster Relief Funding Approved - DO NOT DELAY!
April 27, 2020
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Federally sponsored economic relief programs for small businesses suffering from COVID-19 pandemic
April 1, 2020
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Investment planning perspectives during the current virus situation
March 31, 2020
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Tax relief provided by the CARES Act and other federal government actions taken to date regarding COVID-19
March 31, 2020
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Massachusetts announces tax filing and payment due deadlines extended to July 15
March 27, 2020
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IRS announces tax filing deadline extended to July 15, 2020
March 20, 2020
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Updates on tax filing and tax due deadlines and our firm working from home
March 17, 2020
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Sechrest & Bloom, LLC - Working from the office and home
March 16, 2020
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Additional comments about the stock market's recent activity
March 10, 2020
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Comments on recent stock market performance
February 28, 2020
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Dimensional's comments on The Coronavirus and Market Declines
February 28, 2020
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The 2010s - A Decade in Review
January 15, 2020
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Overview of the SECURE Act
December 26, 2019
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Fidelity offering Health Savings Accounts (HSAs) with Sechrest as investment advisor on the account
December 18, 2019
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2019 Year-End Business Planning Checklist
November 26, 2019
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Massachusetts Paid Family Medical Leave (PFML) begins October 1st
September 20, 2019
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Speaker Series event on Artificial Intelligence
September 3, 2019
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Fidelity sending out e-mail about adding Trusted Contact Person to your Fidelity accounts
March 13, 2019
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2018 Markets Year in Review
January 8, 2019
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Multi factor authentication for logging in to your CPA client portal
July 5, 2018
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Reminder about new IRS Withholding Calculator and new tax laws for your 2018 tax planning
May 21, 2018
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IRS Releases New Withholding Calculator
March 12, 2018
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2017 Market Review
January 9, 2018
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Additional information about Tax Reform and how it applies to your tax situation
January 3, 2018
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Last Minute Year-End Considerations in Light of the Tax Cuts and Jobs Act
December 20, 2017
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What Should Investors Make of Bitcoin Mania
December 18, 2017
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2017 Year-End Business Planning Checklist
November 22, 2017
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Planning in connection with the recent Equifax security breach
September 13, 2017
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Relative Performance of DFA Equity Funds with more than fifteen years of history
July 10, 2017
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Announcement about new client portal
May 31, 2017
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2016 Market Review
January 12, 2017
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2016 Holiday Greetings from Sechrest & Bloom, LLC
December 16, 2016
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The importance of dash cams in your car
December 5, 2016
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Wall Street Journal article about Dimensional Fund Advisors
December 1, 2016
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2016 Year End Business Planning Checklist
November 23, 2016
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Post-Election thoughts about your investment planning
November 11, 2016
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The Power of Markets
November 7, 2016
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Presidential Elections and the Stock Market
October 11, 2016
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Upcoming Client Event - International Travel Risk Management and Planning
September 6, 2016
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What a volatile year for the markets (so far)
July 22, 2016
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Dimensional Funds comments about Brexit
June 24, 2016
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Index Reconstitution - The Price of Tracking
June 17, 2016
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What a difference a few months can make in the stock market
April 30, 2016
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Interesting articles about bear markets
January 27, 2016
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Comments about recent market performance
January 16, 2016
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Holiday greetings from Sechrest & Bloom, LLC
December 24, 2015
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Business Year End Checklist - Preferred Delivery Method (PLEASE RESPOND)
November 24, 2015
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2015 Year End Business Planning Checklist
November 13, 2015
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Our new website and brand re-fresh
November 3, 2015
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Upcoming Client Event - cyber security
September 1, 2015
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Comments about recent stock market volatility
August 27, 2015
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Jarod teaching an upcoming class on student loan debt and college planning
August 26, 2015
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DFA receiving recognition from Morningstar
August 18, 2015
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DFA's perspective on China and its impact on global equity markets
August 4, 2015
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Part 2 about the Greek debt crisis - DFA's perspective
July 23, 2015
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Information about new Massachusetts laws on Earned Sick Time
July 23, 2015
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Comments about the Greek debt crisis and your investment planning
July 8, 2015
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Reminder about global diversification in your investment portfolio
April 23, 2015
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2014 year in review - Economy and Markets
January 15, 2015
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Templates of having a personal inventory for your estate planning
January 1, 2015
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Business Extenders in the 2014 Tax Increase Prevention Act
December 24, 2014
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Individual extenders in the 2014 Tax Increase Prevention Act
December 24, 2014
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Creating an on-line social security account
December 2, 2014
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Information about medical assistance and evacuation for traveling internationally
December 1, 2014
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Year End Business Checklist
November 26, 2014
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Good video from Dimensional about how much income do you need in retirement
November 3, 2014
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Additional information about 2014 tax planning from Sechrest
October 31, 2014
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Steps for preventing identity theft
October 1, 2014
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Recent trends about investing in hedge funds
September 17, 2014
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Beware of fake IRS phone scams
August 1, 2014
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Info about Heartbleed internet security vulnerability
April 23, 2014
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Barron's cover story on Dimensional Funds
February 1, 2014
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Year End Business Checklist
November 27, 2013
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Dimensional Funds Board Member awarded Nobel Prize in Economics
October 22, 2013
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Required Employer Notice to Employees of the New Health Insurance Marketplace
September 1, 2013
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Notes of today's Fixed Income conf call with Mike Rabuffo of GWK
August 21, 2013
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Invitation to GWK conference call for SFS client on fixed income investing
August 6, 2013
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Commentary about US monetary policy and fixed income investing
July 23, 2013
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Invitation to Upcoming Sechrest Client Event
June 7, 2013
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Reminder about Upcoming Sechrest Client Event
June 7, 2013
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Save the Date for Upcoming Client Events
May 11, 2013
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MA DoR Certification of Entity Tax Status filing deadline - April 12th
April 9, 2013
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A Look Back at 2012
January 22, 2013
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Congress-passed bill averts fiscal cliff tax consequences
January 13, 2013
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Balancing your Fixed Income Decisions
November 13, 2012
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Fear in the media and the last year's stock market performance
October 17, 2012
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Tax changes from the U.S. health reform legislation
July 31, 2012
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The Death of Equities, Revisited
July 3, 2012
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Info about the Eurozone and Greece regarding your DFA funds
June 21, 2012
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Discussion About Gold as an Asset Class
June 12, 2012
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We are Moving!
April 10, 2012
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2011 Year In Review of the Markets
January 16, 2012
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2011 Year-End Review
January 16, 2012
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Red Flags for Audits
January 10, 2012
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Market Timing Doesn't Work
January 6, 2012
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Client Event
December 17, 2011
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Year end S corporation reminders
November 22, 2011
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Greater than 2% Shareholders need to be sure their Accident and Health Insurance is correctly reported.
November 21, 2011
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Shareholder Loans in excess of $10,000
November 20, 2011
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If the corporation has more than one shareholder - distributions need to be based on ownership percentage
November 19, 2011
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Dimensional Update and Lessons in Mutual Fund Flows
October 26, 2011
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New Mileage Rates
September 1, 2011
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FUTA Changes
July 1, 2011
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Preparing for an IRS Audit
June 30, 2011
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