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New cases in the U.S. showed some signs of peaking last week as continuing unemployment claims continued to drift lower. However, U.S. stocks fell while international stocks continued the risk asset rally.

Value stocks rallied last week and equity valuations in U.S., international developed, and emerging market stocks reached very close to pre-crisis levels.

In this webinar, Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provided perspectives and insights related to the first half of 2020. You can watch the recording here.

Confirmed COVID cases increase, oil prices remain stable, and momentum stocks continue to rally in this week’s updated chart pack.

June saw positive returns across the majority of asset classes but some economic indicators were shaky. Read our economic and market commentary for a recap of performance in June.

In this week’s chart pack: new cases continued to rise, but risk assets sustained their rebound as well as continuing unemployment claims drifted slightly lower.

Stocks paused their rally last week amid a surge in COVID-19 cases, but diversifying alternatives such as trend following and reinsurance contributed positively. Learn more in our updated chart pack.

You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.

Our updated chart pack takes a look at the ever-changing COVID case growth in the U.S., the reaction of capital markets, and how changing valuations (among stocks and bonds) may […]

Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets sold off last week as news spread that the U.S. may be experiencing the dreaded second wave […]

The New Retirement Reality Post COVID Live Webinar & Interactive Q&A Discussion will be held on Wednesday, June 24, 2020 at 1:00 PM CDT. Can not attend? Sign up anyway, and a link to […]

Market timing blares its horn each spring as the common adage rings, “Sell in May and Go Away!” This calls for selling your portfolio in May only to reinvest the […]