


This Is How You Can Stress-Test Your Retirement Savings Before It’s Too Late
Published on July 24, 2020 by Forbes “Given that we are all living longer, a long-term healthcare event test helps to give you peace of mind,” says Clari Nolet, Senior Financial Advisor at Team Hewins in Redwood City, California. “If an event of needing nursing home...
China Update: July 2020
2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s another!” I needed a good laugh this morning. Things in the world are looking pretty serious right now, even as capital...
Too much togetherness during COVID-19: A Q&A with an experienced marriage and family therapist
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by COVID-19. Chandrama Anderson is a well-respected marriage and family therapist, author, and regular contributor to the...
Can Post-CFP Credentials Help Advisors Better Serve Clients?
Published on July 20, 2020 by U.S. News & World Report According to the Institute for Divorce Financial Analysts, which awards the CDFA credential, the number of CDFA professionals in the U.S. and Canada rose by 26% in the past five years. “The CDFA...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...