Resources for Dealing with the COVID-19 Crisis


Resources from our Advisor Community


Ellwood's Investment Outlook 2021
Ellwood Associates
No one should be surprised to see bouts of volatility in the market, including larger equity drawdowns. Uncertainty remains high at the start of 2021, with the world in a state of transition and
2021 Outlook: What’s Ahead for the Home Health and Hospice Sector
Waller Lansden Dortch & Davis
2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space
Beyond COVID-19: Vaccines and the Workplace, Understanding Employment Law and Vaccines
HUB International Personal Insurance
As the COVID-19 vaccine becomes a larger part of the national conversation, employers will need to assess and/or develop a vaccination policy and plan. Employer-driven vaccination programs require a
Wealth Planning Outlook: Renewed Purpose
Northern Trust
Individuals, families, businesses, organizations will long be contending with the COVID-19 impacts of 2020. Against this backdrop, five key themes emerge in the wealth planning outlook for 2021:
2020 Deal Trends: Attractive Industry Segments Resulting from the Rise in Working from Home
Plante Moran
Social distancing due to the COVID-19 pandemic is driving growth in industry segments with products and services centered around working from home. Based on various market drivers and several
Real Estate Manager's Survival Guide in a Hard Insurance Market
HUB International Personal Insurance
Insurance premiums are on the rise and will likely climb significantly higher in the current hard insurance market hit by COVID and civil unrest. For real estate owners and operators, it means
Outlook 2021: A Year of Healing
Cambridge Associates
COVID-19 upended global financial markets in 2020, forcing central banks and governments to take unprecedented actions to shore up economies and accelerate the development of a vaccine. Against this
CIO Insights 2021 Outlook: Tectonic shifts and Looking Beyond COVID-19
Deutsche Bank Wealth Management
This year's outlook assesses the impact of the COVID-19 pandemic from four different perspectives—the individual, businesses, governments, and the new world order—and what it means
2020 Year-End Year-Round Tax Planning Guide
Year-end tax planning is always challenging, but the coronavirus pandemic has added a whole new layer of complexity to the equation for individuals, families, and businesses across the nation. The
How Family Offices Are Coping in a Dramatic 2020
A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a