Author Archives: Brian Loy

About Brian Loy

Brian Loy writes insightful and inspiring articles about the ever-changing world of personal finance and the global trends that affect the risk and return on investments and shape the financial- and retirement-planning process.

Class of 2020 – Tips for Success Despite COVID-19 Hurdles

Students attending the Pittsburg Institute of Aeronautics (PIA) typify the opportunities of advanced education and the challenges of our times. Forbes ranked PIA as the nation’s top two-year trade school in 2018, and the median salary ten years after school … Continue reading

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Class of 2020 – Planning Opportunities for Students and Parents

Life has many major milestones and one of those is graduation. Usually during this time of year, families are preparing for the celebrations to come. They’re ready to sit in hard-bottom chairs under the hot sun, to scream war hoops … Continue reading

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Your Business in a Post-Coronavirus World

Along with economic recovery plans, there comes some relief. However, every business owner can be confident in one thing – we live, work and manage uncertainty. As a “new normal” emerges, developing a post-pandemic business plan is paramount. We’ve seen … Continue reading

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Three Actions to Take in Your 401(k) Plan for COVID-19

In the last weeks, millions of Americans have lost their jobs and there are growing concerns of a recession. Although we need to stay vigilant of our physical and financial health, we need to focus on what we can control. … Continue reading

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A Guide to Small Business Relief and Stimulus Programs

When is the coronavirus pandemic going to end? No one knows for certain. Meanwhile, each of us has the job of staying healthy–not only physically and emotionally–but financially as well. COVID-19 continues to have an economic and financial impact on … Continue reading

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Common Financial Questions Amid Coronavirus

Life’s a roller coaster and periodically, events occur that disrupt everyday life, business and markets – and it’s advisable to get help in navigating them. COVID-19 (Coronavirus) continues to spread and its impacts are significant. Aggressive efforts are underway to … Continue reading

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Should I Revisit My Investment Portfolio Amid the Coronavirus Pandemic?

The Coronavirus pandemic is a main topic of conversation whether you’re at work, with friends or at a family dinner. And while there’s plenty of speculation of how it began or when it will stop, there are concerns of deceleration … Continue reading

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6 Smart Ways to Make the Best Use of Your Tax Refund

When tax season comes around – one of the most common questions on a taxpayers’ mind is whether they’ll get a tax refund or owe the Internal Revenue Service (IRS) money. This year, the IRS expects around 150 million individual … Continue reading

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The SECURE Act – Planning Opportunities for Your Retirement

Tax legislation affecting retirement savings happens about every ten years, but how effective are they in getting people to better prepare for their future? The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was designed to expand options … Continue reading

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The Top Three Financial Pursuits for 2020

How will your finances change for you this year? There are many paths you can take to reach the peak of your financial goals. A common area of discussion with our clients is managing and living with uncertainty. Financially and … Continue reading

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