The health crisis brought about by the COVID-19 virus has created an important opportunity to make sure that estate planning documents are up to date. Two points related to healthcare and COVID-19 were recently raised by Dean Mioli, Direct of Investment Planning at our partner, SEI: The healthcare proxy should be reviewed for blanket language, such as “I do not want to be intubated under any circumstance.” To go on a ventilator, you may have to be intubated. With so many COVID-19 patients needing ventilators, your client may want to… Read More

Beware of CARES Act Scammers – Here’s some helpful advice from our partners at SEI about how to avoid some of the scams that are popping up. Read their article in full here: https://seic.com/knowledge-center/how-avoid-cares-act-financial-relief-scammers  

Lisa was recently interviewed for an article published to MarketWatch. Click here to read the article in full.

Our partner, the Financial Transitionist Institute, recently shared this interesting graphic on how we might progress as a group through this pandemic experience. We’re wondering where you feel you are? As Certified Financial Transitionists™ we are prepared to help take you through our Financial Triage process or just be an empathetic ear. We know that although the financial markets may have improved, we are still clearly in the middle of this experience with more unknowns to come. We welcome your thoughts on where you are and how we can best… Read More

Watch SEI’s latest quarter-in-review with Kevin Barr, where he discusses why investors should stay diversified and avoid short-term trading. Watch the full video here.

In times of uncertainty, it can really feel like your head is spinning and you don’t know what to do next.  Thanks to the Sudden Money Institute, for which we are part of as Certified Financial Transitionists®, please check out this Financial Triage exercise!  Normalizing what you are feeling, organizing your concerns and then prioritizing next steps can help ease the anxiety and stress you may be feeling as we simultaneously deal with a global health and financial emergency.  Not sure how to get started?  Reach out to us to… Read More

The impact of COVID19 and the subsequent economic fallout for small business has been devastating.  As we head into the first full month of high unemployment and nearly nationwide “stay at home” orders, we are sharing a great summary of the recent legislation enacted as part of the CARES (Corona Aid, Relief and Economic Security) Act last week.  Please keep in mind that much of this is running through the Small Business Administration, which is likely to be overrun for awhile with applications and inquiries.  In addition, we are still… Read More

We want to share this calculator published by The Washington Post to estimate what you may receive from the Coronavirus Stimulus package. Access the calculator here.

• The speed and magnitude of the equity-market decline have been record-setting. Investors have been stunned and are responding with panic. • The pace of change—market movements, virus spread and government response—is so rapid that news is literally out of date nearly as soon as it comes out. • If your portfolio is aligned with your goals, time horizon and risk tolerance, be patient. Click here to read the full commentary.

The extended period of market calm that investors have enjoyed in recent years has come to an end. While market declines can be disconcerting, they are normal; endlessly-rising markets are not. The volatility serves as a reminder of the value of focusing on achieving goals rather than on daily stock-price movements. Read more here.