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COVID-19 resource center for personal finance

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Wealth Management

The COVID-19 pandemic has created unprecedented disruption to families and the economy. Health concerns are high, and the increased volatility in the capital markets is causing additional distress for many. To help you navigate these uncertain times, we’ve created the COVID-19 wealth management resource center — an expert source of commentary and guidance for investors.

How confident do you feel with your current financial plan?

Reduced interest rates and asset values create wealth transfer opportunities

The current combination of market volatility and low interest rates creates time-sensitive estate planning opportunities like low-interest, intrafamily loans and GRATs. Rates won’t stay this low — here’s what high-net-worth individuals need to know right now.

Article May 07, 2020 4 min read
Why invest in stocks when economic data is negative?
Stock markets are forward-looking and generally rebound well before economic data turns positive. In the past month, some of the worst economic reports were followed by positive equity market performance.
Blog May 06, 2020 1 min read
The top questions investment advisors are getting asked right now

Buy, sell, or hold? PMFA Chief Investment Officer Jim Baird shares some of the top questions our advisors are hearing from clients right now via Worth.

In The News May 01, 2020 10 min read
Closed campuses, reimbursements, and 529 plans: What you do with that refund has consequences

Higher ed institutions are reimbursing some students for expenses. If those expenses were paid via 529 plans, you should roll that money back into the plan. Here’s why.

Article April 27, 2020 2 min read

Specialized COVID-19 insights and resources:

Unsure how the COVID-19 crisis impacts your financial future? We can help.

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