Resources

The Second Quarter of 2020 was marked by a glaring contradiction, one of the strongest equity rallies in the last fifty years against likely the greatest decline in GDP in the U.S. (and globally) since the depths of the Great Depression of the 1930s. As we have noted before, economic data and markets don’t necessarily move together; economic data tends to be backward-looking while markets are forward-looking.

The Second Quarter of 2020 was marked by a glaring contradiction, one of the strongest equity rallies in the last fifty years against likely the greatest decline in GDP in the U.S. (and globally) since the depths of the Great Depression of the 1930s. As we have noted before, economic data and markets don’t necessarily move together; economic data tends to be backward-looking while markets are forward-looking.

From pandemic fears to economic uncertainty and social unrest, 2020 changed everything. Discover how to protect your finances, reflect on your values, and use disruption as a catalyst for a more intentional life.

LGBTQ individuals face unique financial planning needs. Learn why being open with your financial advisor can unlock better strategies for retirement, healthcare, estate planning, and long-term security.