What to Consider Before Tapping Into Your 401(K) Under the CARES Act
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.
What To Do If The Coronavirus Pandemic Is Forcing You Into Early Retirement
Considering an early retirement because of the pandemic? Financial advisor Jeff Lewis was recently featured in this story by Huffpost.com that outlines seven things to consider if you’re thinking about retiring sooner than planned.
Our Guide to the Coronavirus Crisis: 7-27-2020 Coronavirus Chart Pack
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.
Our Guide to the Coronavirus Crisis: 7-20-2020 Coronavirus Chart Pack
Value stocks rallied last week and equity valuations in U.S., international developed, and emerging market stocks reached very close to pre-crisis levels.
Investor’s Guide – Maintaining Your Sanity During COVID-19
In this guide, we examine five things that you can’t do and five things that you can do as we navigate this crisis. With this knowledge, you can find ways to take proactive steps to improve your financial health while avoiding costly missteps.
Why Name a Corporate Trustee in Your Estate Documents
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
Mid-Year Market Update
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.
Our Guide to the Coronavirus Crisis: 7-13-2020 Coronavirus Chart Pack
Confirmed COVID cases increase, oil prices remain stable, and momentum stocks continue to rally in this week’s updated chart pack.
2020 First Half Review: Tale of Two Quarters
If the first half of 2020 is any indication of the second, the wild ride of 2020 could be far from over. This year has been a reminder of just how important it is to stay the course and focus on long‐term investment objectives, not short‐term news headlines.
Market Update – June 2020
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.
Our Guide to the Coronavirus Crisis: 7-6-2020 Coronavirus Chart Pack
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.
Our Old Friend Volatility is Back
Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Financial advisor Edward Cruickshank offers seven simple truths to help you live with volatility.