Insights

CARES Act Summarized

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted by the COVID-19 virus.

After reading this guide, you’ll walk away with a firm understanding of how the CARES Act impacts you – and how it’s shaped to help the overall economy.

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Market Commentary: Relief Package Enacted as Unemployment Sharply Rises

Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.

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Understanding the Market Situation and the Opportunities Ahead

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

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Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Market Commentary: Government Steps In As Downturn Continues

The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.

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Coronavirus and the Markets

The coronavirus (COVID-19) has spread quickly across the globe. The concerns have created a “bear market” as the S&P 500 dropped more than 20% from its highs in just over three weeks.

This guide explains why it’s crucial to control the disease now, its economic impact and key market lessons.

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Market Commentary: Fed Cuts Interest Rates to Near Zero

Stocks and bonds continued to be buffeted about by waves of data and policy actions designed to combat the coronavirus and the secondary effects of the virus on individuals, businesses, and markets.

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Uncharted Territory – with Charts

Yesterday saw the largest single day stock market drop since the great recession.  While most would place the blame on the rapid spread of coronavirus, this was also a reaction to an oil price war where Russia and Saudi Arabia came to loggerheads, unable to maintain a three-year-old deal to coordinate their production levels.  It began as an effort to respond to the lack of demand for oil due to coronavirus concerns but ended as an oil price war. Market valuation calculations factor in the price of oil as a proxy for economic activity, and with the price of oil...read the full article

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Weekly Market Commentary – March 9, 2020

Special Update: Global stocks dropped sharply on Monday based on a precipitous fall in oil prices. Global stocks dropped sharply on Monday morning. The catalyst for the decline was the inability of Russia and Saudi Arabia to reach a deal on controlling the supply of oil. Oil prices had already declined on concerns the coronavirus will sharply curtail demand for energy.

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