With the economic impact of COVID-19, the U.S. stock market is currently down over 20 percent for the year and 10-year U.S. Treasuries are yielding under 1 percent (as of 4/1/2020). We acknowledge these are challenging times and yet there are also potential opportunities for actions to be taken now and over the long term to strengthen your financial position.
Mary Lago, CFP, CTFA, executive vice president and head of our firm's wealth management committee, discusses some areas of wealth planning that can help clients with their long-term financial health.
Here are some additional strategies that provide greater detail on the topics shared in the video.