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Biden has pledged to work with Republicans on Capitol Hill. Failing that, he won’t be powerless to pursue his agenda.
November 2020
As many predicted, we find ourselves in an unsettled situation as election officials nationwide count votes in the contentious U.S. presidential election.
In no uncertain terms, what really affects the stock market is uncertainty—because it causes people to doubt existing business plans.
October 2020
The Affordable Care Act (ACA) is one example that demonstrates the pitfalls of investing based on political outcomes.
November’s U.S. presidential election will, inevitably, affect markets. Today we look at what a Trump or Biden victory could mean for investors. Which industries would benefit, and which industries would not?
Presidential elections often lead to volatility in the markets. But “betting” on a political outcome is difficult and potentially costly.
September 2020
Has COVID changed how you think about your future? Get help re-evaluating your long- and short-term financial plans.
December 2020
Despite an uncertain economy, the markets have been rallying. Find out why.
Maintaining your financial health takes some planning—and regular exams. Here’s what to know to for your next portfolio review.
Businesses and customers are finding new ways to interact during the global pandemic. Here’s how.
June 2020
Wondering what to do with your investments when faced with market volatility? Here’s what to consider.
Chasing high-flyers or cashing out are extreme reactions to market risk and volatility. Here’s why the best choice is somewhere in between.
May 2020
COVID-19 continues to spread, and countries are ramping up their responses to protect vulnerable economies. Will their efforts pay off?
March 2020
Markets may have panicked today, but we think it’s best if investors respond with poise and patience instead.
The Federal Reserve surprised markets with an emergency 0.50% rate cut on March 3. Our investment managers explore the move and potential market responses.
The coronavirus has affected markets, but it’s important to keep those effects in context. Get CIO Victor Zhang’s thoughts on the latest correction.
February 2020
Investors who previously took the coronavirus epidemic in stride are now coming to grips with concerns about its impact on global economic growth and corporate earnings.
First Quarter 2020
Investment markets can be unpredictable. But with planning and a long-term view, you can position your portfolio for various conditions. Here's how.
Major shifts to working from home also impact how we spend money. See what that could mean for the economy.
Whether you’re living far away from elderly parents or they’re inaccessible due to social distancing, it's important to create a plan to handle day-to-day tasks and emergencies. Here are some tips to help you get started.
August 2020
Losing a loved one is hard, but sorting out their estate shouldn’t be. Here are steps you can take to contact creditors, distribute assets and more.
Emergencies can pop up at the most unlikely of times. Planning for the unexpected helps to cushion the financial blow. Here’s how to do it.
Get details about the scope of the emergency relief package, with specifics about how it impacts your retirement accounts.
The coronavirus is not just a medical crisis. It’s also a financial one for many. Find ways to free up or get money when you need it now.
From current expenses to future goals, many households are managing money differently during the global pandemic and recession. Here’s how.
We often think of budgeting as a way to save for specific goals. But committing to a budget can also provide a reassuring framework during trying times.
Is there an easy way to take the emotion and guesswork out of when and how much to invest during turbulent times? Here’s how.
Social distancing, stay-at-home orders, lockdowns—all are taking a toll. How will you stay connected to family and community in this new world?
April 2020
Families should (but don’t) share financial plans. Here’s why.
The pandemic is changing how we live and work. Get tips for managing it all.
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