Coping With the Pandemic Outside of Cox Capital

We are checking in to let everyone know that there is life beyond the pandemic! While we enjoy what we do and take our responsibility to our clients very seriously, we also know that it is healthy to have outside interests, to stay active, and to de-stress from time to time. Our clients deserve the best from us, and part of that is maintaining balance to prevent burnout. Here’s what we’ve been up to:

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Prudhvi Chandu Joins Cox Capital Management as Research Intern

Prudhvi Chandu joins CCM.

Cox Capital is pleased to welcome Prudhvi Chandu of Dracut, MA as the latest addition to the UMass Lowell Internship Program. Prudhvi is a graduating senior at UML with a degree in Finance. One of the top students in his class, Prudhvi demonstrates strong analytical abilities and knowledge of several computer programming languages. His desire to learn about and understand financial markets makes him a perfect fit for Cox Capital’s Internship Program. Prudhvi’s main roles at Cox Capital include analyzing client fixed income portfolios, researching corporate and municipal bond investments, and creating research models. Additionally, Prudhvi is responsible for authoring a weekly newsletter highlighting recent economic news and interest rate movements. “Prudhvi is a very bright young man and will be a tremendous asset for our team during his time with us,” said Cox Capital Management founder Bill Cox. Finally, Prudhvi has already passed the Level I CFA examination and plans to pursue a career in wealth management.

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Retirement Savings Rules are Changing – What You Need to Know

The SECURE Act, passed in December of 2019, puts in place new retirement rules

Photo by Aaron Burden on Unsplash

On December 20th, 2019, the Setting Up Every Community for Retirement Enhancement (SECURE) Act of 2019 went into effect. While the law changed some arcane regulations that will only apply to a sliver of people, there were a couple major changes. These new rules will affect the vast majority of retirees. Here’s a quick run down of the provisions we feel will be most relevant for our clients:

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