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Financial Planning » Controlling Your Controllable
March 26, 2020 | Financial Planning
March has already proven to be an incredibly stressful time for investors. With the continually developing situation surrounding the coronavirus, you should expect more volatility in the weeks to come. So much of what is going on is outside of your control. To help prevent the virus from …
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IndividualsMarkets & Economy » Acting on the Lessons from 2008
March 20, 2020 | Market Commentary
Recent market volatility and a constant stream of negative news is giving investors déjà vu. A downturn this abrupt and severe hasn’t been seen since the beginning of the 2008-09 Global Financial Crisis. The situations may be completely different, but the feelings of fear and uncertainty are …
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All AudiencesInsights for Non-Profits » COVID-19 and Your Fundraising
March 19, 2020 | Fundraising
The coronavirus (COVID-19) has caused an extraordinary shift in our day-to-day lives. Events are being cancelled, businesses are closing, and there is a growing risk to our health and wellbeing. We’ve received several questions from the non-profit community regarding fundraising amid this …
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Non-ProfitsFinancial Planning » Webinar: The SECURE Act and Your Retirement
March 19, 2020 | Financial Planning
At the end of 2019, the Setting Every Community up for Retirement Enhancement (SECURE) Act was signed into law, which has a significant impact on retirement planning strategies. With its passage, certain strategies that have been in place for years should now be reevaluated to …
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All AudiencesMarkets & Economy » Fed Moves to Support Markets
March 16, 2020 | Market Commentary
On Sunday afternoon, the Federal Reserve (Fed) announced a wide range of measures that have not been seen since the financial crisis. Coordinated with major central banks around the world, the Fed’s initiatives are intended to ensure the financial system remains well-functioning. Market …
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All AudiencesMarkets & Economy » Coronavirus and a Bear Market
March 13, 2020 | Market Commentary
In the past week, as the number of Coronavirus (COVID-19) cases has continued to increase, it has resulted in rising investor fear over what the potential economic fallout may be. With Thursday’s steep selloff in the S&P 500, the US stock market has entered into a bear market for the first …
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All AudiencesMarkets & Economy » Recapping a Historic Week in Markets
March 06, 2020 | Market Commentary
The past two weeks have seen incredible volatility in financial markets. The rapidly evolving Coronavirus situation, an emergency move by the Federal Reserve, and a wild week in US politics have given investors more than enough news to digest.
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All AudiencesLibrary » Webinar: An Update on the Coronavirus and Markets
March 05, 2020 | Market Commentary
The Coronavirus is upsetting markets as investors are concerned over the potential for a more widespread economic impact. Join us for a special webinar event as our Director of Research, Ebrahim Busheri, provides his insight on the Coronavirus and answers your most pressing …
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Financial Planning » Understanding the SECURE Act: Inherited IRAs and the “Stretch” Concept
March 05, 2020 | Financial Planning
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Arguably the most noteworthy change is the partial elimination of the “stretch IRA”. Starting in 2020, for IRAs passing to certain beneficiaries – non-eligible designated …
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IndividualsLibrary » March 2020 Perspective
March 02, 2020 | Market Commentary
Markets Shook by Growth Fears After setting a record high on February 19, US equity markets took a turn lower as fears over the Coronavirus and its potential economic impact led to a sharp stock market selloff. The S&P 500 finished the month in correction, down 13% from its peak. Boosted by …
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