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Insights & Resources Menu

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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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