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Chart: Election impacts on market volatility
Equity market expectations for volatility around the election are elevated, but not extreme. Investors should stay focused on their future goals.

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Chart: Why to look past election-year volatility
Election years often bring volatility and with that comes uncertainty. But our latest chart gives a snapshot of why investors should focus on long-term goals.

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Chart: Tax delays exaggerate state revenue drops
States have outperformed their dire budget projections.

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Positioning for a slow and gradual recovery
Our Head of Multi-Asset Strategy discusses the updated capital markets forecast.

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The long road to higher ground
Anwiti Bahuguna discusses recent economic data and her outlook.

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Chart: Vaccine developments, milestones and unknowns
Our latest chart maps out the most important vaccine developments as the world races to conquer COVID-19.

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Downgrades, defaults and dispersion
Credit investing during the COVID era.

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Chart: Drawdown losses

Our latest chart illustrates why having a strategy to mitigate portfolio drawdowns is important.

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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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Chart: Recovery after a downturn 

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

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Facing record job losses, are you prepared to guide your clients?
A separation of service can trigger workplace wealth distributions. Even highly compensated employees benefit from conversations on financial and emotional.

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Optimizing resources after a layoff
Lend support to clients experiencing a job loss by taking a proactive approach.

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Just in: Expanded access to coronavirus-related distributions

Many people have suffered a financial loss as a result of COVID-19. Now, more may be eligible for coronavirus-related distributions (CRDs) from retirement accounts.

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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.