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Archive for September 2020

Americans and Their 401(k)s

By Ashley.wright@advisorsexcel.com | September 30, 2020

A recent survey found that working households experiencing financial strain due to the pandemic have not been inclined to make withdrawals from their 401(k)s to help make ends meet. In…

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Financial Advising During a Pandemic

By Ashley.wright@advisorsexcel.com | September 22, 2020

The pandemic has been hard on nearly everyone, and it’s particularly difficult for professionals who normally meet with clients in an office setting. Fortunately, financial advisors have been able to…

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Employers: Lessons From the Pandemic

By Ashley.wright@advisorsexcel.com | September 15, 2020

We’ve learned a lot about infectious diseases this year, as well as how to adapt our lifestyles in response to a pandemic. It will be interesting to see if and…

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How High-net-worth Households are Faring

By Ashley.wright@advisorsexcel.com | September 8, 2020

The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress…

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The Future of Retirement Planning

By Ashley.wright@advisorsexcel.com | September 1, 2020

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news…

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