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Market Thoughts for September 2020

White Paper

Financial Planning for Millennial Women: A Checklist for Financial Advisors

Although many millennial women’s needs will overlap with their more established counterparts, younger female clients face unique challenges and opportunities. Our complimentary checklist shows how you can guide these clients to become more knowledgeable, empowered, and confident about their financial outlook. Learn more about why millennial women are an emerging clientele, ways advisors can serve them better, and the right questions to ask to encourage independence.

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Market Thoughts for August 2020

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Midyear Outlook 2020: Will Risks Create Detour On Road To Recovery?

So much has happened already that it may seem hard to believe we’re only halfway through the year. What can we expect for the remainder of 2020? An economic recovery looks promising, but a second wave of the pandemic could set us back. See what Commonwealth CIO Brad McMillan is watching and what other factors could affect how we end the year in our Midyear Outlook 2020: Will Risks Create Detour on Road to Recovery?

Commentary

Monthly Market Risk Update: July 2020

Markets continued to rise in June, as efforts to reopen state economies across the country continued throughout the month. Investors reacted to the continued reopening with optimism, driving the S&P 500 up 1.99 percent in June following a 4.76 percent increase in May.

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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.

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Market Thoughts for July 2020

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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.

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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).