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Library » Webinar: Mid-Year Outlook: And After All That, What’s an Advisor to Do Now?
July 08, 2020 | Market Commentary
Advisors are facing a difficult task. How do you effectively manage client expectations when the fundamentals say one thing, but the market is doing something else entirely? In our 2020 Mid-Year Outlook webinar, we ask whether the rally is sustainable, explore areas of …
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Financial Advisors
Financial Planning » Take Advantage of the Extended Tax Deadline
July 07, 2020 | Financial Planning
In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …
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IndividualsLibrary » July 2020 Perspective
July 06, 2020 | Market Commentary
A Rally for the Ages The US stock market finished June higher, adding incremental gains on what was already shaping up as a historic quarter. Equities closed the month within striking distance of flat year-to-date, and they have recovered much of their losses from the mid-March low. Our …
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All AudiencesMarkets & Economy » Natural Gas: Weathering the Storm
July 01, 2020 | Investment Themes
As the economy moved into more difficult conditions in the first half of 2020, we’ve seen a significant shift in natural gas pricing. A persistent oversupply has begun to cause pain for gas producers, leading to cuts in capital expenditure, and a need to lower production. While lower prices …
Audience
All AudiencesInsights for Non-Profits » Impact - Volume Two
June 29, 2020 | Investment Management
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing …
Audience
Non-ProfitsInsights for Non-Profits » Five Things You Should Know About Giving Circles
June 29, 2020 | Fundraising
A giving circle is a group of philanthropic individuals that come together to pool dollars collectively and decide where to donate the funds. Most giving circles are started by a small group of interested friends, family members, coworkers, and neighbors who all have a shared interest in giving …
Audience
All AudiencesFinancial Planning » Update: IRS Releases Guidance on RMD Distributions
June 26, 2020 | Planning for Retirement
In response to the Coronavirus and its impact on the nation’s economy, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) on March 27, 2020. Provisions in the Act waived required minimum distributions (RMD) from tax-deferred retirement accounts …
Audience
Individuals
Library » A Closer Look at Inflation, Interest Rates, and Yield Curve Control
June 22, 2020 | Market Commentary
Although equity markets have aggressively bounced from their March lows, bond yields have remained stubbornly low, leaving investors wondering what to make of ultra-low interest rates and recent Fed moves. To build a bond market forecast, it’s important to have some background on what may …
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All AudiencesFinancial Planning » Understanding the SECURE Act: Managing the 10-Year Rule
June 19, 2020 | Investment Management
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule. Starting in 2020, for IRAs passing to most non-spouse beneficiaries (not including …
Audience
IndividualsMarkets & Economy » Telehealth is Finally on the Rise
June 17, 2020 | Market Commentary
Like so many technological advancements of the last few years, telehealth and virtual care have been on the rise. In the past, virtual medical care has struggled to take off. It has mostly been utilized by those unable to leave their homes, individuals in rural areas, or those dealing with …
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