Implications of the "New Normal"
Webinar highlights: - Current spread and fatality rate of COVID-19. - Projections for businesses and industry groups. - Stock market...
The 2020 CARES Act overview
The CARES Act, overview The Coronavirus Aid, Relief, & Economic Stability Act was passed into Law as the largest stimulus legislation...
2020 Q2 Market Outlook - webinar recap
2nd Quarter Market Outlook webinar notes: - Markets have become very volatile, Q1 had best and worst days since 1930's - The Federal...
Strategies for Managing Behavior during a Pandemic
Over the last few days, we have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word...
2020 Q1 Market Outlook
1st Quarter Market Outlook for 2020 Topics of discussion include: - 2019 market summary - Looking into the past to get a glimpse of the...
"Trade Woes" or "Reversion to the Mean"?
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...
Which Is More Important: Portfolio Performance or Your Financial Plan?
As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in...
Markets Move Lower on Data and Fears
On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios...
AFP Defined Risk Discussion
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...
CYBER SECURITY UPDATE- Safeguarding your financial accounts.
This special edition of Video Insight is dedicated to answering the question "Is my account safe"? We have received many calls with...
