Wealth Management Newsletter | All posts archived in 'April 2020' — Page


From monthly archives: April 2020

We are pleased to present below all posts archived in 'April 2020'. If you still can't find what you are looking for, try using the search box.

Quarterly Market Review

First Quarter 2020 This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Overview: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: The Coronavirus and Market Declines Quarterly Market Summary Index Returns Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the managemen ...

Coronavirus and Emergency Funds: Preparing for a Black Swan Event

Submitted by David Frederick, J.D., LL.M., Director of Wealth Planning at First Bank Wealth Management. In the world of investing, a “black swan” is an unforeseen event with devastating consequences. These events often strain the financial capabilities of families and households. The spread of the Coronavirus and the resulting shutdown of the economy constitute a black swan that is having terrible effects on work, income, investments, and every other aspect of our lives. The federal government has passed a $2 trillion aid package to help, but its effects are not yet clear. At times like this, it is important for everyone to have a financial plan that includes an emergency fund. An emergency fund is savings that is able to cover three to six months of living expenses. This is not a random range. The emergency fund is meant to cover a period of unemployment, which lasted, on average, about 21 weeks for Americans who became unemployed in 2019. The emergency fund is there to get a household ...




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