Most global economies enter 2021 in early-cycle recoveries, with a prospective economic reopening likely to lead to a broadening expansion as the year unfolds.

Coronavirus has upended the traditional cadence of an

American presidential election year. While the election

will have a momentous impact on the country, one area where

we caution investors from drawing too many links is the world

of investing.

Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts. Keep in mind that some of these trusts are given different names in some regions or by different estate planners, but you should be able to tell if the trust described is one of these.

History shows the outperformance of mid caps can last longer, particularly following periods of sharp market volatility like the “corona crash,” the Global Financial Crisis, or the busrting of the tech bubble.

Two Key Observations and a Caveat on the 2020 Election

Impact investing is the practice of making purposeful investments that help achieve social or environmental benefits—while generating financial returns. In the charitable space, impact investing has been embraced by several prominent foundations, such as the Ford Foundation, as a way to ensure that assets ultimately committed to advancing social good through grant making are being invested in a way that aligns with those values.

During normal times, rebalancing a portfolio is a relatively mundane exercise, an activity that can be performed succinctly and often mechanically. But when markets gyrate, as they have recently, an investor’s approach to rebalancing becomes much more complex.

On March 27, the President signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act to help combat the far-reaching impacts of COVID-19. The bill provides increased tax incentives for charitable giving for both individuals and corporations, signifying an intent to stimulate philanthropy throughout America.

As the threat landscape intensifies, how can you strengthen your personal cybersecurity? The checklist below will help you think through the basic steps you should take to safeguard your data and assets.

Although past performance is no guarantee of future results, we believe looking at the market’s overall resiliency through several major crises and events helps to gain a fresh perspective on the benefits of investing for the long-term.

In March, the clampdown response to COVID-19 plunged the world into recession and financial markets into a broad-based drawdown. A historically rapid and expansive U.S. monetary and fiscal policy response helped mitigate the most acute near-term liquidity issues and should provide a partial offset to the economic damage.

Forget the Myths, Know the the Facts

On March 27, the President signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which is aimed at providing financial relief for the economic downturn caused by the Coronavirus pandemic.

With so many of us staying home during the corona virus pandemic, we wanted to reach out to provide some recommendations for keeping you and your family healthy and happy at home.