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Library » August 2020 Perspective
August 03, 2020 | Market Commentary
Back in Black US equities continued rallying in July as investors shrugged off weak economic data, political gridlock, and worsening COVID-19 virus trends. The move higher extends what has already been a historic rebound. As of the end of the month, the S&P 500 is now positive year-to-date and …
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Financial Planning » Mid-Year Outlook: Staying on Track in a Runaway Market
July 15, 2020 | Investment Themes
The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
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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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Financial 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 …
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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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All AudiencesInsights for Non-Profits » Webinar: Impact of CARES Act and SECURE Act on Non-Profits
June 12, 2020 | Fundraising
We partnered with AFP of Western New York to give a presentation on the CARES and SECURE Acts, and the highlights, challenges, and opportunities that they present to non-profits.
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All AudiencesMarkets & Economy » Retail Dominoes Start to Fall
June 05, 2020 | Investment Themes
It may feel like we’ve been picking on retail for the past few years, but it hasn’t been without reason. The consumer retail sector has historically been a hotbed of creative destruction, and this time is no different. Even in normal times, buyer ‘wants and needs’ are ever changing. Products …
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All AudiencesLibrary » June 2020 Perspective
June 01, 2020 | Market Commentary
Is Recovery in Sight? The market rally from last month continued as stocks reacted positively to improving predictions for the Coronavirus’ future path. Hopeful news on a vaccine has driven investor sentiment upwards and reopening measures could allow certain areas to see a significant economic …
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All AudiencesInsights for Non-Profits » Virtual Reality: How to Transition an In-Person Event During a Pandemic
May 29, 2020 | Fundraising
Catherine Pulver Vice President of District Operations & Strategic Initiatives Junior Achievement of Central Upstate New York Guest contributor, Catherine Pulver, shares how her organization was able to reimagine and successfully transition an in-person event to a virtual event amidst …
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All AudiencesLibrary » May 2020 Perspective
May 04, 2020 | Market Commentary
Best Month in Decades The US stock market rallied immensely in April as investors became increasingly confident that the most adverse pandemic scenarios were unlikely to play out. The S&P 500 rose 13% during the month, the best monthly gain since 1987. From the stock market peak on February 19 …
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