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Summary: After several weeks of physical isolation, economic upheaval, and a very real threat to our physical health, I would be surprised if we didn’t feel a collective yearning to go back to “normal.” The financial services industry entered 2020 after a whirlwind year of growth and change, but finds itself now in uncharted territory, forced to adapt every aspect of our work to a global pandemic with no end in sight.
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Summary: How would Jack Bogle, one of the great disruptors in the financial industry and founder of the Vanguard Group, respond to investors’ fears about the volatility in the current market?
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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.
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Summary: More than half of Americans either own or work for a small business, according to the Small Business Administration, and each business is experiencing unique challenges in the current environment. It’s essential that advisers who work with small business owner clients help them navigate the short- and long-term implications of the COVID-19 pandemic and market volatility with empathy and compassion.
