Insights

Financial markets staged a stunning recovery in the 2nd quarter, despite the swift economic recession wrought by the COVID-19 pandemic. Widespread, intuitive and highly logical expectations were that the markets would struggle in a best-case scenario and collapse in a worse case scenario. However, markets frequently do not follow intuitive scripts. The 2nd quarter results are an extreme example of markets going “off script.”

Financial markets staged a stunning recovery in the 2nd quarter, despite the swift economic recession wrought by the COVID-19 pandemic. Widespread, intuitive and highly logical expectations were that the markets would struggle in a best-case scenario and collapse in a worse case scenario. However, markets frequently do not follow intuitive scripts. The 2nd quarter results are an extreme example of markets going “off script.”

Even as the Covid-19 pandemic continued with no end in sight, the stock market staged a remarkable rebound in the 2nd quarter, as the S&P 500® climbed about 20% for the three-month period.

Even as the Covid-19 pandemic continued with no end in sight, the stock market staged a remarkable rebound in the 2nd quarter, as the S&P 500® climbed about 20% for the three-month period.

As the cost of higher education rises, many parents find themselves in the difficult position of choosing between saving for their children’s education and investing for their own retirement. retirement savings.

As the cost of higher education rises, many parents find themselves in the difficult position of choosing between saving for their children’s education and investing for their own retirement. retirement savings.

Find a listing of all articles and market perspectives on the coronavirus and its impact on the global economy.

Find a listing of all articles and market perspectives on the coronavirus and its impact on the global economy.

Last week the equity market showed its first signs of faltering since the sharp rally in risk assets began at the end of March. However, it has been an amazing recovery given how “sick” the global markets appeared after global quarantine measures were put in place.

Last week the equity market showed its first signs of faltering since the sharp rally in risk assets began at the end of March. However, it has been an amazing recovery given how “sick” the global markets appeared after global quarantine measures were put in place.

As a financial professional, you may talk regularly with clients about the importance of long-term planning. But don’t overlook your own long-term goals. As you think about the future, you may aspire to long-term asset growth without a clear plan on how to achieve it. Or you may look for ways to boost efficiency but overlook new opportunities to enhance your growth potential.

As a financial professional, you may talk regularly with clients about the importance of long-term planning. But don’t overlook your own long-term goals. As you think about the future, you may aspire to long-term asset growth without a clear plan on how to achieve it. Or you may look for ways to boost efficiency but overlook new opportunities to enhance your growth potential.

With businesses across the U.S. beginning to reopen their doors, the stock market continued to rally in May, ending the month up more than 35% from its low for the year. The S&P 500® closed May at 3,044.31, which was 36.06% above its March 23 closing level of 2,237.40.

With businesses across the U.S. beginning to reopen their doors, the stock market continued to rally in May, ending the month up more than 35% from its low for the year. The S&P 500® closed May at 3,044.31, which was 36.06% above its March 23 closing level of 2,237.40.

Consumers accustomed to doing business digitally, like shopping and banking online, increasingly expect a similar experience when working with their financial professional. If you’re not taking advantage of technology to meet their expectations, you’re not only jeopardizing their loyalty, you’re also missing out on advances that could help you grow and run your practice more efficiently.

Consumers accustomed to doing business digitally, like shopping and banking online, increasingly expect a similar experience when working with their financial professional. If you’re not taking advantage of technology to meet their expectations, you’re not only jeopardizing their loyalty, you’re also missing out on advances that could help you grow and run your practice more efficiently.

Banking on hopes that the economy will ultimately make a strong recovery, the stock market staged a robust rebound in April, with the S&P 500® surging 12.68% for the month.

Banking on hopes that the economy will ultimately make a strong recovery, the stock market staged a robust rebound in April, with the S&P 500® surging 12.68% for the month.

As the economy quakes in the wake of the global COVID-19 pandemic, stock market investors are bracing for an extended period of volatility. Could this be the time to consider actively-managed funds?

As the economy quakes in the wake of the global COVID-19 pandemic, stock market investors are bracing for an extended period of volatility. Could this be the time to consider actively-managed funds?

There is a saying in the oil industry that “the cure for low prices is low prices.” Behavior in the domestic oil industry is changing dramatically as capital budgets are slashed, employment is reduced, and a focus on servicing, if not cutting debt, becomes a priority.

There is a saying in the oil industry that “the cure for low prices is low prices.” Behavior in the domestic oil industry is changing dramatically as capital budgets are slashed, employment is reduced, and a focus on servicing, if not cutting debt, becomes a priority.

The idea of transitioning from full-time to part-time as a financial professional may sound appealing, but the path to success can be very challenging.

The idea of transitioning from full-time to part-time as a financial professional may sound appealing, but the path to success can be very challenging.

Over the past several weeks, we’ve seen tremendous volatility in the stock market in the wake of the global COVID-19 pandemic. Volatility is nothing new to the stock market, but the current economic situation is unique from anything we’ve seen in decades – if ever.

Over the past several weeks, we’ve seen tremendous volatility in the stock market in the wake of the global COVID-19 pandemic. Volatility is nothing new to the stock market, but the current economic situation is unique from anything we’ve seen in decades – if ever.

The $2 trillion stimulus package recently enacted by Congress is designed to extend a helping hand to Americans and U.S. companies who may be struggling financially during the COVID-19 pandemic.

The $2 trillion stimulus package recently enacted by Congress is designed to extend a helping hand to Americans and U.S. companies who may be struggling financially during the COVID-19 pandemic.

It would be an understatement to say that the U.S. economy has never seen a quarter quite like the 1st quarter of 2020. The stock market posted one of its worst quarters in history, oil prices plunged by more than 60%, and the yield on 10-year U.S. Treasuries dropped to an all-time low. Gross domestic product (GDP) is projected to sink deep into negative territory after years of steady growth. And weekly unemployment claims spiked to more than 6 million – a jump of about 3,000%. But while the numbers paint a dire picture, a little perspective may be in order.

It would be an understatement to say that the U.S. economy has never seen a quarter quite like the 1st quarter of 2020. The stock market posted one of its worst quarters in history, oil prices plunged by more than 60%, and the yield on 10-year U.S. Treasuries dropped to an all-time low. Gross domestic product (GDP) is projected to sink deep into negative territory after years of steady growth. And weekly unemployment claims spiked to more than 6 million – a jump of about 3,000%. But while the numbers paint a dire picture, a little perspective may be in order.

Style drift can occur in many ways & happens when a fund's investments stray from their defined universe. Learn more about the potential consequences of style drift.

Style drift can occur in many ways & happens when a fund's investments stray from their defined universe. Learn more about the potential consequences of style drift.