News & Insights

Read Dan Flanagan's New SumNEWS Article on Timely Tax and Financial Planning Strategies

Dan discusses opportunities and challenges posed by the aftermath of the COVID-19 crisis.  

Is Your Portfolio Overweight?

Your investment portfolio might not be as diversified as it should be. Should you worry?

Canby Financial Advisors Market Commentary for the Quarter Ended 6/30/2020

The COVID-19 crisis brought about the first U.S. recession since 2008-2009, but since then the broad market has recovered most of its losses. Is this optimism justified?

Don't Throw Away Your Stimulus Payment!

Four million Americans will receive their stimulus payments via Electronic Impact Payment (EIP) cards.

Raising Awareness of COVID-19-Inspired Unemployment Scams

With the fallout from the pandemic causing an unprecedented increase in unemployment insurance claims, reports of identity theft are rampant.

Understanding the Fear Factors that Lead to “Fight-or-Flight” Investing

It's important to learn how to avoid impulsive actions that could harm your financial security over the long run.

The Tax Implications of Working from Home

With the COVID-19 pandemic keeping many employees working remotely, their tax situation--and yours--may become increasingly complex. 

Understanding the Nuances of the Roth “Five-Year” Rule

To reap the tax-free distribution benefits of Roth IRA and 401(k) accounts when you turn 591/2 or older, you need to wait five years.

Early Retirees and Laid Off Workers: Exploring Your Heathcare Options

If you or someone you know has been laid off or has accepted an early retirement offer, it’s important to know what healthcare options may be available.

How the Expanded EIDL Program Can Help Your Small Business

This program offers government-backed loans to help qualified businesses meet expenses and retain employees.