The coronavirus is the most severe health challenge the world has faced in recent history. Global markets continue to be roiled as the quickly developing pandemic disrupts lives and economic activity. We wrote on February 28th to expect more volatility, and that has proven to be painfully true. As the global health situation continues to evolve and financial markets respond, we want to update you on what we are doing amid the uncertainty.

After all that we’ve been through, it’s a virus that finally gets us.

That could be a prognosis for humanity in general, but it’s the story of the financial markets over the past 18 months.

At some point, usually in retirement, your investment portfolio may serve as an income source. When that time comes, it is important to consider a subtle risk that can have an impact on your wealth.

You’ve heard a lot about the coronavirus lately. This latest outbreak and an unexpected flare up in the Middle East gave markets a jolt to start 2020.

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. Its purpose is to encourage retirement savings, address certain issues concerning education, and provide tax relief for children with unearned income among other matters.

It was hard to lose money in 2019. Nearly all major asset classes posted strong performance.