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Market Insights & Financial Guidance Site Map

Market Commentary

Market Snapshots

  • 01/2021:
    January Tests Resolutions
  • 12/2020:
    2020 is Finally Over
  • 11/2020:
    A November to Remember
  • 10/2020:
    More Trick Than Treat in October
  • 09/2020:
    Spooked in September
  • 08/2020:
    Continued Ascent in August
  • 07/2020:
    A Jumbo July
  • 06/2020:
    More Signs of Recovery in June
  • 05/2020:
    “May”-terial Gains
  • 04/2020:
    An Astonishing April
  • 03/2020:
    A Forced March Lower
  • 02/2020:
    Fright and Flight in February
  • 01/2020:
    January Tests New Year Resolutions
  • 11/2019:
    Heading North in November
  • 10/2019:
    A Rock'n October
  • 09/2019:
    A Sneaky September
  • 08/2019:
    An Anxious August
  • 07/2019:
    Adjusting in July
  • 06/2019:
    A Giant June
  • 05/2019:
    May Meltdown
  • 04/2019:
    April Appreciation
  • 03/2019:
    A Merry (But Wary) March
  • 02/2019:
    A Warm and Fuzzy February
  • 01/2019:
    A Gigantic January
  • 12/2018:
    A Dismal December
  • 11/2018:
    No Rest in November
  • 10/2018:
    A Red October
  • 09/2018:
    A Surprising September
  • 08/2018:
    August Appreciation
  • 07/2018:
    A Jump in July

Market Reactions

  • 02/2021:
    A Corner of Chaos
  • 11/2020:
    Washington Watch: The Nation Waits…
  • 10/2020:
    Unanswered Questions
  • 09/2020:
    Gravity Still Exists
  • 03/2020:
    When Time Stands Still
  • 03/2020:
    COVID-19 and Its Economic Impact
  • 03/2020:
    The Great Shutdown
  • 03/2020:
    Falling Oil Prices, Yields, and Stocks — What's Next
  • 02/2020:
    Waking Up to the Coronavirus
  • 01/2020:
    What Does the Coronavirus Mean for Investors?
  • 10/2019:
    The U.S. Economy Downshifts to Modest Growth
  • 11/2018:
    A “Blue Wave” in the House; “Red Save” in the Senate
  • 10/2018:
    All Eyes on Washington

Market Outlook

  • 12/2020:
    Market Outlook 2021 <br>A New Beginning: <br class="md-max-none lg-min-block">Investing in a <span class="nowrap">Post-COVID World</span>
  • 10/2020:
    Washington Watch: The Path to the Presidency
  • 06/2020:
    Mid-Year Outlook 2020: A Changed World — Investing in the New Cycle
  • 01/2020:
    Outlook 2020: Back to the Future
  • 07/2019:
    Mid-Year Outlook 2019: Hope and Fear
  • 01/2019:
    Outlook 2019: Finding The Light
  • 07/2018:
    Mid-Year Outlook 2018: Is this The End of “Easy”?

Webcasts

  • 01/2021:
    2021 Outlook - A New Beginning: Investing in a <span class="nowrap">Post-COVID</span> World
  • 11/2020:
    Washington Watch: The Potential Impact of the Election
  • 10/2020:
    Washington Watch: The Path to the Presidency Webcast
  • 06/2020:
    Webcast: Mid-Year Outlook 2020: A Changed World
  • 03/2020:
    Falling Oil Prices, Yields & Stocks: What to Expect Next
  • 02/2020:
    An Update on the Coronavirus and the U.S. Primary Season
  • 01/2020:
    The Year Ahead: How to Navigate Both Volatile Markets and the New Tax Laws

Media

  • 09/2020:
    Citi Advises Investors Not to Get ‘Emotional’ Ahead of the Election
  • 04/2020:
    It's Looking Like It'll Be a V-shaped Recovery for Stocks: Strategist

Financial Guidance

Family and Money

  • Money and Marriage: Tying the Financial Knot
  • Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings
  • 529 Plan for Education – 4 Steps to Help Maximize Savings
  • Using Student Loans to Help Finance Your College Education
  • Financial Aid: What is it and How Do You Get More?

Insurance & Long-Term Care

  • Elder Care: Good Planning Can Make All the Difference
  • Learn About Medicare and Medigap

Investing

  • Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?

Personal Finance

  • Numbers You Need to Know: 2020 and 2021
  • Emergency Fund

Retirement

  • How to Prepare Your Finances for Early Retirement
  • 7 Ways You Might Boost Retirement Income and Maximize Savings
  • Comparison – Traditional vs. Roth IRAs
  • The Right Time to Collect Social Security

Trust & Estate

  • Charitable Giving Can Benefit Tax and Estate Planning
  • Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
  • What to Do After a Loved One Dies: 3 Important Steps to Follow

Global Perspectives

  • COVID-19 Pandemic Series
  • Sustainable & Responsible Investing Series
  • Disruptive Innovation Series
  • Global Supply Chains

Wharton Knowledge

  • Living to 100: How Will We Afford Longer Lives?
  • When Cash Is Tight, Should You Borrow from Retirement Savings?
  • Ten Guidelines for Creating Opportunities in a Time of Crisis
  • What Contributes Most to Consumer Financial Distress?
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