Tapping Into Retirement Accounts During the Pandemic May 8, 2020 Retirement We’ve written a lot about the CARES Act in recent weeks; the $2-trillion Congressional relief act is packed with provisions that impact savers. Today, we want to touch on an aspect of the law that may be helpful for those whose jobs or businesses have been hurt by the virus—the ability to … Read Morekeyboard_arrow_right
Today’s Market Takeaways: May 8, 2020 May 8, 2020 Economy and the Markets Work hard, stay consistent and be kind. In honor of Mother’s Day, Vice President Steve Johnson shares lessons his mother taught him and how they apply to his investing philosophy.
Earnings Reports From a Pandemic: Innovation, Adaptation and Taking Shelter May 6, 2020 Podcast Earnings and interest rates drive stock prices over time. Given the pandemic and stay-at-home advisories, first-quarter earnings season has held extra importance for investors wanting to know how companies fared as the economy ground to a halt and how they’re planning to battle back in the months and quarters ahead. In this … Listen Nowkeyboard_arrow_right
Today’s Market Takeaways: May 4, 2020 May 4, 2020 Economy and the Markets In our latest Today’s Market Takeaways, EquityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. Research Analyst Kate Austin explores the pandemic’s impact on dividends—some of which have been cut or suspended, especially in hard-hit industries like oil and travel.
The CARES Act’s Unemployment Benefits May 1, 2020 Financial Planning As the COVID-19 crisis continues, unemployment benefits have become a lifeline for more than 30 million Americans. As part of the CARES Act, these benefits were updated and upgraded. If you lost your job as a result of the pandemic or actions taken to combat it, it’s worth your while to understand … Read Morekeyboard_arrow_right
Today’s Market Takeaways: May 1, 2020 May 1, 2020 Economy and the Markets Vice President Steve Johnson has our latest installment of Today’s Market Takeaways. Noting that April was one of the strongest months in the market since 1987, Steve advises investors to balance excitement about market opportunities with a disciplined investing strategy as the road ahead could get bumpy.
Today’s Market Takeaways: April 27, 2020 April 27, 2020 Economy and the Markets In our newest Today’s Market Takeaways video, EquityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. Research Analyst Kate Austin recaps the weekend and looks ahead to what we can expect in the markets this week. StocksA financial instrument giving the holder a proportion of the ownership and earnings of a company. are gaining ground as countries are re-opening their economies and providing more stimulus. In the U.S., some states have opened up, but certain businesses in those regions remain closed due to concern over demand and health precautions—trends that Kate says point to a choppy recovery.
CARES Act Provides Direct Payments to Taxpayers April 24, 2020 Economy and the Markets Continuing to unpack the CARES Act, we will be reviewing one of the most-talked-about parts of the relief package—the provision to send direct payments to taxpayers either by direct deposit or by paper check. Here are four things to know about how this part of the bill is working: Eligibility: Congress has authorized … Read Morekeyboard_arrow_right
Today’s Market Takeaways: April 24, 2020 April 24, 2020 Economy and the Markets In our latest Today’s Market Takeaways video, Vice President Steve Johnson explores what’s behind this week’s oil price drop—down to -$37—and reflects on where energy stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company. fit into our clients’ portfolios.
Today’s Market Takeaways: April 20, 2020 April 20, 2020 Economy and the Markets EquityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. Research Analyst Kate Austin shares our latest installment of Today’s Market Takeaways. Oil prices fell this weekend and the VolatilityA measure of how large the changes in an asset’s price are. The more volatile an asset, the more likely that its price will experience sharp rises and steep drops over time. The more volatile an asset is, the riskier it is to invest in. Index (VIX) spiked this morning, pointing to likely another volatile trading week ahead. Earnings continue this week, which will provide further data on consumer behavior in light of the pandemic.
The CARES Act’s Paycheck Protection Program April 17, 2020 Economy and the Markets We’re continuing to unpack the CARES Act for you with a look at another important provision, the Paycheck Protection Program (PPP). The PPP authorized the Small Business Administration (SBA) to distribute around $350 billion to banks to lend to small businesses, independent contractors and the self-employed. The SBA reported Thursday … Read Morekeyboard_arrow_right
Today’s Market Takeaways: April 17, 2020 April 17, 2020 Economy and the Markets Vice President Steve Johnson discussed this week’s rally in our latest Market Takeaways video.