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March 31, 2020 | Market Commentary
It’s hard to imagine now, but it was less than six weeks ago when the stock market was at all-time highs. Economic growth was on solid footing, and the investment world was still enjoying the longest bull market in history. So much has changed. The spread of the Coronavirus (COVID-19) pandemic …
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All AudiencesMarch 30, 2020 | Financial Planning
Congress and President Trump have come to an agreement on a $2 trillion relief package, called the Coronavirus Aid, Relief, and Economic Security (CARES) Act, to ease the economic impact of the Coronavirus pandemic. This legislation touches all areas of the economy, and we have summarized some …
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All AudiencesMarch 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 AudiencesMarch 17, 2020 | Market Commentary
The Coronavirus (COVID-19) and its impacts are shaking up financial markets and the economy. It can be tough to keep up with all the terminology being used, and what it all means for you and your investments. Below, we answer some of the most frequently asked questions about current economic …
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All AudiencesMarch 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 AudiencesMarch 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 AudiencesJanuary 14, 2020 | Investment Themes
This year certainly won’t be boring. With trade disputes, upcoming elections, and geopolitical turmoil, investors are heading into the new decade on their toes. Our 2020 Outlook: Cutting Through the Noise tackles these key issues and more, as well as what investors should expect over the next …
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All AudiencesJanuary 10, 2020 | Financial Planning
The end of the decade brings some uncertainty for the conscientious investor. The news cycle has been chaotic, and it’s difficult to understand what’s relevant to today’s financial markets. But none of this means disaster for the economy. In our 2020 Outlook webinar, …
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All AudiencesDecember 09, 2019 | Investment Themes
We are drawing to the close of a prolific decade for the financial markets. Hot off the heels of the largest global recession in 80 years, investors who stayed the course have been rewarded. Still, many remain scarred from the financial crisis. Add in the long list of today’s uncertainties, …
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All AudiencesNovember 20, 2019 | Investment Themes
As we reflect on our upcoming 50th anniversary, we are thinking hard about the ways we can work with you to build a brighter financial future. That is why our offerings today go beyond asset management to address your total financial picture. Please join Marc and Jeff as they …
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