Stimulus Bill Highlights
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was approved by the U.S. Senate and is expected to be approved by House and signed into law. This $2 trillion-dollar package was designed to provide relief to individuals, businesses, the U.S. Economy and the U.S. healthcare system among others. Below we have highlighted some of the areas that we believe most pertinent to you.
Qualified Retirement Accounts
Rebates for Individuals
If you have any questions about the provisions from this bill or how they affect you personally feel free to give us a call at 610-825-3540.
Below are links where you can read more about the provisions of the bill:
To my valued clients,
As I sit down to write this Thanksgiving letter, which I’ve done for over 40 years, my heart is filled with gratitude, and I want to kick things off by wishing all of you a joyous and healthy Thanksgiving overflowing with happiness. You see, I consider myself one of the luckiest individuals in the world. From a very young age, I chose a career that has not only been immensely fulfilling but has also been a source of unending happiness.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.