Browsing Tag
Coronavirus (COVID)
287 posts
IRS Announces CARES Act RMD Relief
If a retiree took a required minimum distribution but is having second thoughts in the wake of COVID,…
Are Retirement Accounts ‘Too Exposed’ to Equity Market Risk?
When the stock market declined by 35% between its February peak and March trough, it revealed the extent…
COVID-19: A Positive Effect on Millennial Finances?
Two out of three (65%) Millennials say the COVID-19 pandemic has actually had a positive effect on their…
Episode 3: Liz Ann Sonders on Panics, Pandemics and the Market’s ‘Warp Speed’
 “We have not repealed the laws of fear and greed,” Liz Ann Sonders, Charles Schwab Chief Investment…
Suze Orman Pleads for Switch to Roth Over Traditional 401(k)
Suze Orman reemerged this week with renewed criticism of traditional 401(k) plans, and pleaded for people to instead…
How Employers Can Ease Escalating Employee Financial Stress
Lots of people are experiencing financial stress these days as a results of the COVID-19 crisis, but an…
Pandemic Prompts Americans to Sharpen Financial Focus
One in 10 people have dipped into their retirement accounts and one in 20 have postponed retirement in…
Advisors Calm, Cool, Collected in COVID-Driven Volatility
Advisors remain relatively optimistic about stock market returns and performance, believing this year will end more like 2018…
1 in 4 Americans Less Confident in Financial Futures due to COVID-19
The COVID-19 pandemic has served as a wake-up call to Americans about their vulnerability to unforeseen illness and…
Study Reveals Spike in Early Retirement Withdrawals Among Young Investors
Nearly three out of five (59%) Gen Z and Millennial investors said they have withdrawn early from their…