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Summary: Jittery investors in volatile times are nothing new. Bear markets and recessions are fairly frequent guests on the investment landscape. But when you throw in a pandemic, and school and college closures, and sheltering in place and everyone working remotely — let alone shortages of basic supplies like paper towels and toilet paper! — you have something that is quite certainly not business as usual.
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics.
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Summary: The 2010 Olympic Winter Games in Vancouver left the Sea-to-Sky highway from Vancouver to Whistler along with many other game’s venues which stand ten years later and will likely be a reminder decades from now of the one-in-a-lifetime experience some of us witnessed.
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Summary: Working super-high risk jobs, first responder police officers and firefighters are a fearless lot, to be sure. But in the coronavirus pandemic and accompanying financial mayhem, who is providing these courageous front-line employees with support and assurance for their own needs, especially about their hard-earned retirement savings?
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Summary: As we play our part to practice social distancing to help curb the spread of the coronavirus, many advisory firms are moving to cut costs to their marketing budgets. According to a Gartner poll, almost two-thirds of markets expect moderate or significant budget cuts in 2020 relative to their original marketing plans due to COVID-19.
