Blog
Keith Gillies Named to University of New Orleans' Class of 2022 of the UNO 25
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Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?" In reality, however,...
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Election 2020: A Dose of Patience
The upcoming election is prompting some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...
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Election 2020: Economic Issues in the Crosshairs
It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1 But when voters say...
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Weekly Market Insights: Stocks Have Mixed Reaction
Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.The Dow Jones Industrial Average slipped 0.16%, while the Standard &...
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CARES Act: Will There Be a Phase 4?
With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...
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What to know about the COVID-19 stimulus bill
As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19...
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Coronavirus and the Markets: March 18, 2020
Today the volatility in the stock markets continued. While these types of events have often occurred; the Coronavirus is unique in that we have not experienced the near global closings of public facilities. As this event continues to...
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COVID-19 Notice: Our Office Preparedness Plan
We hope this message finds you, your family, friends, and colleagues all well and safe. We are experiencing historic changes in the global environment, including dealing with a pandemic, a shock to the oil industry, and related...
Read MoreRattled by the Market Drop? You’re Not Alone
We witnessed an extraordinary move in the financial markets on Monday, March 9. The Dow Industrials lost over 2,000 points, as Coronavirus fears continued to worry investors. At the same time, oil prices lost nearly 25 percent, on news...
Read MoreWhat a Market Correction Means for You
Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve...
Read MoreThe SECURE Act : Rules Tighten on Stretch IRA's
Washington was busy this holiday season. As many of us were looking forward to some well-earned time off, new legislation was passed, and it affects some of the old rules for traditional Individual Retirement Accounts. These changes...
Read MoreYour Changing Definition of Risk In Retirement
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with...
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Are we in an equity bear market?
Technically, we are right on the cusp. By definition, a ‘bear market’ in stocks occurs at the point of a -20% price drop from a recent peak—we’re within a percent or two from that threshold. Although this...
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November is National Family Caregivers Month
By presidential proclamation, November is National Family Caregivers Month. Each day, parents, children, siblings, and spouses selflessly sacrifice their time and energy to care for family members affected by illness, injury, or...
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