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Coronavirus and Student Loan Debt: What You Need to Know

Student loan reached $1.48 trillion in America by the end of 2019, with approximately 45 million borrowers across the United States.1 Amidst the COVID-19 pandemic, many Americans have experienced financial instability. This means that for 45 million Americans, paying down student loan debt may be harder than ever before. The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law on March 27, 2020. While this stimulus package provides a wide array of assistance for families and businesses, it also made some important changes to assist federal student loan borrowers.

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Bear Markets and the Threat of Recession: What You Need to Know

On March 11, 2020 we officially entered a bear market. It was the fastest plunge into a bear market in history. Like many Americans, you’ve likely heard the terms “bull” and “bear” in regards to the market, but what do they mean exactly, and how does a bear market relate to a recession? We’ll discuss below. What Is a Bear Market? A bear market refers to a period of time in which stock prices decline and the overall market outlook is pessimistic. Beyond the daily fluctuations of the market, a bear market is typically marked by a 20 percent or more fall in the market index over at least a two-month period. Bear markets throughout history have varied greatly in severity and length of time. For example, two of the longest bear markets experienced in America include the Stock Market Crash of 1929, which lasted 34 months and the more recent 2007 financial crisis, in which the bear market lasted over 27 months.

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How does the coronavirus and current state of the market affect your long-term plan?

We’ve seen the market volatility increase substantially in the last week, due to growing concerns over the coronavirus, and its impact on the global economy. While it certainly is more fun to watch the market climb to record highs, it’s important on all occasions not to try to time the market. Downward turns in the market present opportunities for entry rather than exit. In fact, moving investments out of the stock market now could cause long term damage. The name of the game remains having a long-term planning strategy with the amount of risk appropriate for each person’s unique situation. A safe plan is one that encourages staying the course and remaining true to your avaii, latin for life plan, in every market scenario.

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5 Steps to Get Your Finances in Order for 2020

Your money fuels your life, allowing you to live comfortably, have meaningful experiences, and support loved ones. On the flip side however, you may lack the means to afford certain luxuries and accomplish lifelong goals, like paying for a child’s education, traveling to bucket-list destinations, or simply having a peaceful retirement. While you may have previously taken a look at your financial picture, your circumstances and even your goals will change and evolve over time. Reviewing your finances on a regular basis enables you to adjust your strategies, review your objectives and make sure you’re on the right track. If you have yet to take diligent steps to organize your finances, it’s never too late to start. Follow these five simple steps to make the most of your money — and start on the path towards your goals.

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Estate Planning for Executives

As an executive, it’s likely that you’re feeling the pressure of putting together an estate plan. Because of the unique way you may be compensated as an executive, there are details to identify that not everyone else needs to focus on. Your accumulation of assets is more than likely in a variety of contexts including real estate, private equity or taxable investment accounts. Because these forms of wealth often come with complexities when transferring finances to your beneficiaries, it’s important to make a conscious effort to disperse your wealth properly.

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Giving Season Has Arrived! Here are 5 Ways to Maximize Your Year-End Giving Strategy

Wondering if you’re best prepared for the upcoming giving season? Ready or not, before you know it, the holidays will be here and in order to minimize stress and maximize your charitable gifting abilities, it’s important to keep in mind a few details that you may or may not be aware. If you’re not sure how your finances match up with your upcoming year-end giving strategy, now is the time to prepare yourself by making your lists and checking them twice. Organization and planning ahead are keys in order to properly give this holiday season. Follow the five tips below to maximize your charitable giving strategy in 2019

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