When the final GDP numbers are published, and assuming they are as negative as forecasted, the headlines will ring out – “We are in a recession!” There will be a lot of debate about the definition of a recession, when it officially begins, how credible the numbers are, etc. For us as investors, however, it is more important to ask, “So what? If we are in a recession, what do we do?”

What is yield chasing? Why is it dangerous? Investors take on extra risk for extra yields, putting their portfolio in danger when downturns come. A diversified, balanced portfolio is key.

Dynamic markets create many opportunities to review your current situation and re-evaluate your estate planning strategies. Too busy? We can help!

In the midst of recent events, the United States legislature has passed the CARES (Coronavirus, Aid, Relief and Economic Security) Act.

Are you finding yourself “stockpiling” your financial resources? A donor-advised fund empowers donors to give in the good times & bad.

Whether you are feeling anxious or confident, here are six things you can do during this recent market downturn and to prepare for the next downturns.

COVID-19 has been declared a pandemic by WHO, and the reactions to the virus have caused the financial markets to take a big hit.