Insights
Monthly Newsletters
The Tough Get Strategic – Financial Strategies for a Market Downturn
When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize.
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Free Guides
CARES Act Summarized
As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted by the COVID-19 virus.
After reading this guide, you’ll walk away with a firm understanding of how the CARES Act impacts you – and how it’s shaped to help the overall economy.
Market Commentary
Market Commentary: Relief Package Enacted as Unemployment Sharply Rises
Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.
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Videos
Understanding the Market Situation and the Opportunities Ahead
These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar
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Videos
Managing the Ups and Downs of the Market – And Your Emotions
Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar
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Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
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Market Commentary
Market Commentary: Government Steps In As Downturn Continues
The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.
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Free Guides
Coronavirus and the Markets
The coronavirus (COVID-19) has spread quickly across the globe. The concerns have created a “bear market” as the S&P 500 dropped more than 20% from its highs in just over three weeks.
This guide explains why it’s crucial to control the disease now, its economic impact and key market lessons.
Market Commentary
Market Commentary: Fed Cuts Interest Rates to Near Zero
Stocks and bonds continued to be buffeted about by waves of data and policy actions designed to combat the coronavirus and the secondary effects of the virus on individuals, businesses, and markets.
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