Insights

Understanding the Market Situation and the Opportunities Ahead

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

Read More

Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

Read More

Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Read More

Talking To Kids About Money and Financial Literacy

Looking for a teaching opportunity to talk to your children about how money and finances work? John Corron, Wealth Advisor at Abaris Financial Group, sat down with his children recently, to talk about financial literacy and the choices people have when it comes to allocating money.  

Read More

Market Commentary: Government Steps In As Downturn Continues

The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.

Read More

Coronavirus and the Markets

The coronavirus (COVID-19) has spread quickly across the globe. The concerns have created a “bear market” as the S&P 500 dropped more than 20% from its highs in just over three weeks.

This guide explains why it’s crucial to control the disease now, its economic impact and key market lessons.

Download Guide

 

Market Commentary: Fed Cuts Interest Rates to Near Zero

Stocks and bonds continued to be buffeted about by waves of data and policy actions designed to combat the coronavirus and the secondary effects of the virus on individuals, businesses, and markets.

Read More

How Much Student Loan Debt Is Reasonable?

By: Janet Rhodes Friedman CFP® CDFA® Wealth Advisor – High student loan debt is a reality for many families. In fact, the majority of college students in the U.S. face debt when they graduate. According to Forbes, about 66% of borrowers who graduated from public colleges have student loan debt. This begs a few questions: “Is an expensive education really worth it?” and “How much student loan debt is reasonable?” Of course, the answers depend entirely on what you and your child value (and how much you’re willing to pay for the things you value). That’s why there are two...read the full article

Read More

Interest Rates and Refinancing Your Mortgage

In this episode of our Wealth and Well-being video series, John Corron, Wealth Advisor at Abaris Financial Group, talks about current interest rates and how you may be able to benefit from mortgage refinancing. Data Sources: Federal Reserve

Read More

Weekly Market Commentary – March 9, 2020

Special Update: Global stocks dropped sharply on Monday based on a precipitous fall in oil prices. Global stocks dropped sharply on Monday morning. The catalyst for the decline was the inability of Russia and Saudi Arabia to reach a deal on controlling the supply of oil. Oil prices had already declined on concerns the coronavirus will sharply curtail demand for energy.

Read More