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Market Outlooks
Markets in Crisis: Q1 Update and a Look Ahead
This piece is approved to use with clients.
In this podcast, Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on where they see opportunity in the days ahead.
Market Outlooks
Crisis or Opportunity? 3 Simple Ways to Think About Markets Today
This piece is approved to use with clients.
The coronavirus pandemic has brought uncertainty to today's markets and complexity to the way we think about the future. To simplify, President and Global CIO Daniel Needham offers a few key points for both advisors and investors to remember in these unprecedented times.
Market Outlooks
[Webinar Replay] Mean Reversion - When Will Value Prevail?
Tuesday, April 21, 2020 | 4:00 - 5:00 PM EST
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Market Outlooks
Nationwide: Relief for small businesses
In March 2020, three important pieces of legislation were signed into law in response to the novel coronavirus pandemic.
Market Outlooks
Nationwide: Planning impacts of the coronavirus relief legislation
The Coronavirus Aid, Relief and Economic Security (CARES) Act has been signed into law.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio