_{READ THE ARTICLE}

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.

_{READ THE ARTICLE}

Playing defense: Allocating to equity in volatile markets

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

_{SHARE THE PDF}

Taking stock

Chief Investment Officer Colin Moore provides his perspective on current market and economic conditions. 

_{READ THE ARTICLE}

Bond investing in uncertain times 

It will still take some time until we have clarity on the resolution to COVID-19. For bond investors, we believe the wise path is to be safe, but stay invested. 

_{SHARE THE PDF}

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

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

_{SHARE THE PDF}

How you can approach uncertainty and volatility 

In an environment of uncertainty and volatility, it becomes even more important to diversify.

_{SHARE THE PDF}

Chart: Time, not timing

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

_{SHARE THE PDF}

Dollar-cost averaging 

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

_{SHARE THE PDF}

Chart: Recovery after a downturn 

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

_{VIEW THE PDF}

Practical tactics to calm anxious clients

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

_{EXPLORE THE COLLECTION} 

Understanding investor behavior and biases

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

_{VIEW THE PDF}

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.

_{VIEW THE PDF}

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.

_{VIEW THE PDF}

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

Remote doesn't need to mean disconnected.