Video

2020 Midyear Outlook

Commentary

Looking Back at the Markets in June and Ahead to July 2020

June was a mixed month. The national reopening in May and June led to new viral outbreaks and a spike in new infections in multiple states. Surprisingly, though, both the economic recovery and financial markets did very well. As we enter July, the question of many minds is whether the medical situation will improve—and whether the good economic and market news will continue.

Video

Market Thoughts for July 2020

Video

Market Thoughts for June 2020

Commentary

Looking Back at the Markets in May and Ahead to June 2020

May was a good month, in terms of the virus, the economy, and the markets. But what does this positive news mean for the month ahead?

Commentary

Monthly Market Risk Update: May 2020

April saw markets rebound from the recent lows set in March, as progress combating the spread of the coronavirus gave hope to investors. The S&P 500 gained 12.82 percent during the month, marking the best single month for the index since 1987.

White Paper

5 Strategies for Communicating with Clients in Changing Times

In unsteady times, steady talk with your clients can make all the difference in enabling you to strengthen bonds and solidify trust with them. You don’t have to have all the answers—but an effective communications approach can help them feel anchored and ensure that your practice keeps thriving. Our complimentary guide outlines five clear-cut strategies for helping you talk through the uncertainty and position yourself as your clients’ solid ground.

Commentary

Looking Back at the Markets in April and Ahead to May 2020

It was the best of times, it was the worst of times. April was a Dickens of a month. But what lies ahead? Let’s take a closer look.

Video

Market Thoughts for May 2020

Commentary

Markets Are Confident—But Are They Right?

As we did last week, I’d like to provide an update on where we are in the coronavirus crisis. This week, the news has generally been good. The virus continues to come under control, with the growth rate slowing (although the case count has not declined as much).

Commentary

Is There an End in Sight for the Coronavirus Crisis?

Things have quieted a bit (but only a bit) in terms of the coronavirus crisis. As such, I thought it would be a good time to provide an update on this evolving situation. Let’s start with the trends in the spread of the virus to understand what they mean in the present for the markets, as well as in the future for the pandemic itself and the economy.

Commentary

Looking Back at the Markets in March and Ahead to April 2020

March was a really tough month. After a terrible February, all major stock indices were down by double digits, leading to significant declines for the quarter as a whole. All of the major indices ended the month and quarter below their 200-day moving averages, often a sign of more trouble ahead.

Video

Market Thoughts for April 2020

White Paper

Achieving Financial Fitness: A Checklist for Your Female Clients

Numerous surveys show that women often defer to their male partner regarding financial decisions. By doing so, they may be tragically unprepared to deal with their financial affairs in the event of divorce or death of a spouse. But there’s a solution: get women involved in financial planning by sharing your knowledge. Our free checklist details key steps toward helping female clients understand and gain control of their finances.

Commentary

First Wave of Economic Damage: 3 Million New Unemployment Claims

As expected, the initial jobless claims report—the one that shows how many people have been laid off and are newly applying for unemployment assistance—was a shocker this morning. Three million people lost their jobs and applied for unemployment last week. This is by far the highest number ever, with the previous record at just under 700,000 in 1982.