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8 factors that could change economies and markets forever 

The COVID-19 crisis could fundamentally reshape consumer and corporate behavior, as well as financial markets.

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Chart: What to expect from a "u-shaped" recovery 

The U.S. economic recovery depends on how quickly the rate of the coronavirus can be controlled. This chart-on-the-go illustrates how we could get there.

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An intentional pause 

What we are experiencing now is a calculated economic shutdown, unlike other post-war recessions. But a swift policy response is helping to soften the blow.

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Playing defense: Allocating to equity in volatile markets

A systematic approach to establishing equity alloactions can help investors avoid making short-term mistakes. 

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Chart: Volatility shocks and aftershocks

If we follow a similar pattern as the global financial crisis, we could continue to see volatility aftershocks for quite some time.

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Tips for keeping a cool head and a long view right now

When stock market volatility shakes your confidence, don't abandon your strategy.

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Chart: Time, not timing

Emotional decisions during periods of short-term volatility rarely pay off in the long run.

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Dollar-cost averaging 

Learn about a strategy for investing over the long term (that may help take the guesswork out of when to invest).

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Chart: Recovery after a downturn 

Historical examples show how long it has taken for the stock market to recoup losses. 

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Covid-19 legislation: What it means for individuals and small businesses

Walk your clients through a detailed review of federal support programs including paid leave, tax credits, loans and more.

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Practical tactics to calm anxious clients

How to reassure investors: Advice from financial advisors, behavioral scientists and medical experts. 

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Understanding investor behavior and biases

View our resource library with tips on how you can help prevent your clients from making costly, emotional decisions. 

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How to maintain client connection in a time of social distancing

Consider these communication strategies to help your clients feel connected and reassured — even when you can’t meet with them in person.

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Take care of yourself while you’re taking care of clients

How do you build in time to take care of yourself during these uncharted times? Here's how to find balance in a time of social distancing.

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Now's the time to embrace new ways to communicate with clients

Remote doesn't need to mean disconnected.