Search
Filter by type
Library
Stay up-to-date with our latest insights and resources during COVID-19. Learn more
Markets & Economy » The Economic Bounce: Where Are We Now?
October 23, 2020 | Market Commentary
As we move further into Fall, it’s becoming clear that the pandemic is having a lasting effect on the economy. A massive number of Americans were furloughed or laid off earlier this Spring, and more than six months later, many former employees are still looking for work. We believe the worst …
Audience
All AudiencesLibrary » Webinar: One Step Ahead: Anticipating Election Outcomes, Pandemic Recovery, and More
October 21, 2020 | Market Commentary
Six months into a global pandemic, and less than one month in front of one of the most contentious elections ever, you might be wondering what's coming next for you and your finances. We discuss some of the biggest topics that may be on your mind. We lay out our thinking on …
Audience
All Audiences
Financial Planning » Medicare Open Enrollment
October 15, 2020 | Financial Planning
The annual Medicare Open Enrollment period starts this week on October 15th, 2020 and runs until December 7th, 2020. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare), either via original Medicare or a Medicare …
Audience
IndividualsInsights for Non-Profits » How to Start an Endowment Fund
October 08, 2020 | Fundraising
The COVID – 19 pandemic has forced many organizations to consider starting an endowment. Non-profits that have had an endowment to lean on during this difficult period haven’t had to scale back as much as those without one. If you’ve determined that now is the right time for your organization …
Audience
All AudiencesLibrary » Webinar: Market Update Q3 2020: Market Movers, the Election, Tech's Run, and More
October 07, 2020 | Market Commentary
Watch our third quarter webinar where we review several key issues investors are facing today. Key topics include a closer look at the market's rapid recovery, tech's big run, and how we are thinking about the upcoming elections.
Audience
Financial Advisors
Library » Cash Balance Plans for Owner-Only Businesses
October 02, 2020 | Financial Planning
There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …
Library » October 2020 Perspective
October 02, 2020 | Market Commentary
Summer Cooldown Coronavirus cases are on the rise again in parts of the US and Europe. The US had a promising slowdown over the summer months, but a return to school and work may be exacerbating the virus’ rise. At the same time, more states are continuing to lift restrictions on gyms, theaters, …
Audience
All AudiencesFinancial Planning » The 2020 Elections And Your Financial Plan
October 01, 2020 | Financial Planning
The 2020 elections are a little more than a month away, and the outcomes in the ‘battleground states’ and Senate remain very much in doubt. Many polls show former Vice President Joe Biden with a narrow overall lead over President Trump, but, as we learned in 2016, election results are …
Audience
IndividualsMarkets & Economy » Breaking Down the Run in Big Tech
September 28, 2020 | Market Commentary
The pandemic has caused pain for many businesses, but the tech industry seems to be one area that has come out on top. Not even an economic shut down, a global pandemic, nor geopolitical turmoil can put a damper on the run in tech stocks. While there are dozens if not hundreds of tech …
Audience
All Audiences
Library » Tech Industry’s Long Run
September 28, 2020 | Market Commentary
The tech industry has been on an awe-inspiring run for several years now, and the sector’s dominance continues to be at the front of investors’ minds. Currently, there’s a lot of dialogue surrounding the mega-cap tech stocks, and their overwhelming market power. The top-ten contributors to the …
Audience
All Audiences