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What Steps Should You Take in a Coronavirus Economy?

The coronavirus has taken the world, and the U.S. economy, by storm. After the longest bull market in history, the stock market is now deep in bear market territory.1 Businesses, sports, leagues, and schools have shut down. This is an unprecedented time in American...

The CARES Act: What Does it Mean for Your Retirement?

On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act, which provides economic support to Americans who have been impacted by the coronavirus pandemic. You’re probably familiar with the highlights of the bill:   Direct...
What is an Investment Policy Statement? And Why Do You Need One?

What is an Investment Policy Statement? And Why Do You Need One?

For decades, some of the world’s largest institutional investors have used one tool to guide their decision-making. Mutual funds, educational endowments, defined benefit pensions, and more all use this document to focus on their long-term goals and select only the...
What Does the SECURE Act Mean for Your Retirement?

What Does the SECURE Act Mean for Your Retirement?

The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement.  ...