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Policy and Regulatory Commentary
In D.C., It’s Almost Midnight
With more states certifying their 2020 election results this week, President Donald Trump announced that he would allow the official transition to the Biden administration to start.
Market Outlooks
Market Week in Review: What’s powering the rally in U.S. small cap stocks?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Behavioral Finance
[Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model
How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?
Behavioral Finance
[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.
Policy and Regulatory Commentary
Transitions are Hard
Transitions can be difficult. Whether you’re starting a new job, trying to get a toddler to move from playtime to nap time or dealing with jet lag after traveling a long distance, adjusting to a new reality can be a challenge.
Market Outlooks
Market Week in Review: Europe in lockdown: Will the latest restrictions dampen the economic recovery?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Policy and Regulatory Commentary
Gridlock in Washington Could Mean More Active Statehouses
Take a deep breath – the 2020 election is finally, mercifully over
Market Outlooks
Market Week in Review: Gridlock in Washington? How U.S. election results could affect the economic recovery
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.