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 • The pace of change—market movements, virus spread and government response—is so rapid that news is literally out of date nearly as soon as it comes out.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.

As we are talking with people, we are finding that it can be hard sometimes to just sit around and watch the health and economic events unfold with no visible way to help.  While our government tries to pull together relief for those who most need it, the need for support grows.  We thought you might find it helpful it you knew of some places where you can donate and make a difference now.  We contacted our friends at ImpactAssets, the provider of the donor advised fund for many of… Read More

“The stock market is getting a lot of attention these days as the coronavirus and the oil price war batter share prices. In an environment of extreme volatility in the stock market, it’s easy to forget about the bond market. Globally there’s more than $100 trillion in the bond market, according to the Securities Industry and Financial Markets Association. To provide insight and perspective, Kevin Barr, Head of SEI’s Investment Management Unit, and Bill Lawrence, CFA®, CIO of Traditional Strategies, answer some frequently asked questions.” Watch the video here.

“Stock markets are showing a level of volatility that is extremely concerning to many investors. To provide insight and perspective, Kevin Barr, Head of SEI’s Investment Management Unit, and Steve Dolce, Portfolio Manager for SEI’s Small Cap Funds, answer some frequently asked questions.” Click here to watch the video.