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Insights

9
Jun 2021
Wednesday

An advisor truly proves their worth when times are difficult. Tumultuous markets are part of the investor experience, and retreating from the markets has not historically been proven to be an effective investment strategy. For that reason (and...

6
May 2021
Thursday

There was no shortage of notable events during 2020. The first global pandemic in over one hundred years overwhelmed healthcare systems around the world and took a tremendous toll on human life, mental health, and the global economy. Civil...

5
Aug 2020
Wednesday

On March 15, 2020, the Federal Reserve made its largest emergency cut to interest rates in its more than 100-year history, slashing the federal funds rate by 1.00 percent. Questions remain as to whether this is the bottom of a more than 30-year...

8
May 2020
Friday
The Coronavirus Aid, Relief, and Economic Security (“CARES”) Act, a $2 trillion economic stimulus package, was signed into law by President Trump on March 27, 2020. The CARES Act is expansive and provides much needed economic relief to most...