COVID-19 Resource Center

Webinars, Articles, and other Valuable COVID-19 Resources

What is Tax-Loss Harvesting?

Article: Published on April 28, 2020

The COVID-19 Crisis has had the most profound impact on every member of society, perhaps ever. Investors have been forced to decide what financial moves to make, if any. If you have reasoned in your mind that staying invested and taking no action is the best thing to do in this environment, you could be missing out on the benefits of what is known as tax-loss harvesting.

What Should I Do With My 401(k)?

Webcast: Available on Demand
(Recorded 05/01/2020)

One of the most popular financial Google searches during this crisis is “what should I do with my 401(k)?” This could be due to investors being unsure about their investment philosophy or perhaps it is due to the massive amount of layoffs that have occurred. Either way, don’t rush into a decision on either front before understanding the following important items:

– What is your investment time horizon?
– What are your long-term retirement goals?
– If laid off, have you evaluated the pros and cons of a 401(k) vs. an IRA?
– If laid off, be aware of conducting a rollover in a volatile environment
– Much more as well…

7 Ways to Get COVID-19 Financial Help

Article: Published April 23, 2020

The Coronavirus pandemic has caused our world to turn upside down. With massive forced shutdowns of non-essential businesses and industries, many have already felt a negative financial impact. For those struggling to make ends meet during this time, here are 7 things to consider that could help your cash flow situation.

What Investors Must Know About The CARES Act

Webcast: Available On Demand
(Recorded 04/24/2020)

The CARES Act (Coronavirus Aid, Relief and Economic Security Act) was passed as part of a historic stimulus package to help ease the burden of the Coronavirus pandemic. While a major part of the bill included payments to Americans, there are several other items that investors need to know about.

Opportunities in a Bear Market

Webcast: Available on Demand
(Recorded 04/09/2020)

Bear markets can be difficult to endure for investors, but they also present opportunities that can help minimize the negative impact, and even provide a positive results long-term. Join us on this timely webinar.

Market Update: 04/03/2020

Webcast: Available on Demand

This live webinar provides an updated outlook on Q2, the rest of 2020, and beyond. We’ll also discuss the CARES Act , how it impacts 401(k) participants and employers offering 401(k) plans, and strategies that individual investors can be taking advantage of right now.

Market Update: 03/27/2020

Webcast: Available on Demand

On this webinar, we discuss what initial market and economic projections look like and how investors can gain perspective during an especially volatile time. You’ll also hear information about Fed intervention and the historic $2 Trillion stimulus package.

How to Invest During Market Volatility?

Article: Published March 4, 2020

Stock market volatility, while normal, is never comfortable. Periods of market volatility cause stress, anxiety, and worst of all, doubt. Doubt is what causes investors to question their previous plan or strategy, if one was present, and doubt can turn into panic, and panic into…

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