Resources for Client Communications on Coronavirus

The S&P 500 is nearly 20% off the all-time-high it set less than a month ago on February 19th, at times moving into the -20% bear market territory. Thursday, March 12th was the S&P 500’s worst day since Black Monday in 1987. The shock of coronavirus (COVID-19) can be felt not only in investors’ portfolios, but also … Continued

The Marijuana Industry: 5 Ways to Get High Returns

It’s why your hippie neighbor moved to Colorado. It made Richard “Cheech” Marin and Tommy Chong famous. And it just might be your portfolio’s next target industry — it’s marijuana. Marijuana is no longer taboo. In fact, it’s quickly becoming the opposite. Marijuana is legal for medical use in 30 U.S. states (plus D.C.) and legal … Continued