Research & Insights

In response to the coronavirus economic shock, the Senate and White House have agreed to a massive, unprecedented economic stimulus package designed to bridge the economy through this extraordinary period. This plan will be helpful to shallow the economic damage that has already been incurred, and will likely continue to be inflicted, until the outbreak subsides. While some details could change before final approval, major provisions included in the $2 trillion package are discussed below.

Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.

If you saved more for college than you needed, here’s how to make the most of the leftover funds.

Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

During economic uncertainty and market instability, annuities can be a powerful tool for securing your investments and financial future—offering asset protection, tax deferral, guaranteed income, and peace of mind.

In this issue, we discuss how Corporate America has defied challenges, how trade balance might influence the “flow” theory of bond demand, and why it’s important not to overlook the value of a picture.