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Library » 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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All AudiencesLibrary » Further Detail on the Coronavirus and its Potential Impact
February 27, 2020 | Market Commentary
Markets have sold off sharply in recent days, particularly in the US, but we believe it remains a leap of faith to advocate buying this dip aggressively at this point. For some time, markets have been too complacent about the risks to global economic growth, confidence, and earnings, and the …
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All AudiencesMarkets & Economy » An Update on the Coronavirus and Markets
February 24, 2020 | Market Commentary
The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …
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All AudiencesInsights for Non-Profits » 5 Ways to Incorporate Micro-Fundraising into your 2020 Strategy
February 20, 2020 | Fundraising
In this digital age, people are utilizing technology in nearly every aspect of their lives. In order to keep up with the changing times, organizations are incorporating technology into their fundraising strategies. Micro-fundraising is a concept that has picked up speed in the non-profit world …
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Non-Profits
Financial Planning » Four Signs it’s Time to Update Your Estate Plan
February 18, 2020 | Estate Planning
Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …
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IndividualsMarkets & Economy » Perspective On Tesla's Wild Stock Move
February 13, 2020 | Investment Themes
Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
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All AudiencesFinancial Planning » Webinar: Important Tax, Savings, & Benefit Updates For 2020
February 06, 2020 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
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All AudiencesLibrary » February 2020 Perspective
February 03, 2020 | Market Commentary
Scares Send Stocks South Global stock markets kicked off the 2020s with small losses in January as a series of out-of-left-field risks dented investor enthusiasm. The most recent issue is the Coronavirus outbreak (more on that below), but concerns over US-Iranian relations, internal US …
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