Webinar highlights: - Current spread and fatality rate of COVID-19. - Projections for businesses and industry groups. - Stock market...

The CARES Act, overview The Coronavirus Aid, Relief, & Economic Stability Act was passed into Law as the largest stimulus legislation...

2nd Quarter Market Outlook webinar notes: - Markets have become very volatile, Q1 had best and worst days since 1930's - The Federal...

Over the last few days, we have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word...

1st Quarter Market Outlook for 2020 Topics of discussion include: - 2019 market summary - Looking into the past to get a glimpse of the...

As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a...

As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in...

On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios...

Our Defined Risk strategy for U.S. markets recently triggered for the first time in almost two and a half years. In the above video, we...

This special edition of Video Insight is dedicated to answering the question "Is my account safe"? We have received many calls with...