Making Cash Work Harder

With yields on cash at rock bottom, the bar is low to explore opportunity in fixed income.

Strengthen Your Portfolio

Take steps now to maintain income and total return amid the uncertainty created by COVID-19.

Accelerate Growth 

There’s room for outside risks as well as rewards in today’s turbulent investment waters for investors willing to accept the tradeoffs.  


Market Recovery: Keeping the Momentum

While COVID-19 has continued to spread, the Fed’s strong statements of support have helped stabilize markets and shift the conversation to where investment opportunity may still be found.

It’s also helped investors avoid the temptation to move to cash during a market downturn and then missing out on gains – as many did in March and April. In general, history has shown that investors with the courage to stick to long-term plans during downturns are often rewarded when markets bounce back.

If you do have doubts about your long-term investment strategy, reconfirm your goals, carefully consider your options and take advantage of the in-depth resources listed above.

How Can I Make Sound Decisions?

The bumpy ride in stocks this year is a reminder that market declines are a natural part of investment cycles.


COVID-19 is the World Health Organization's official designation of the current novel coronavirus disease. The virus causing the novel coronavirus disease is known as SARSCoV-2.

Important Information

All investments involve risk, including possible loss of principal. Past performance is no guarantee of future results.

Active management does not ensure gains or protect against market declines.

Equity investments generally provide an opportunity for more capital appreciation than fixed income investments, but they are subject to greater market fluctuations.

Diversification does not assure a profit or protect against market loss. 

Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.