Planning: How the Tariff Showdown Impacts the Markets

The tariff showdown between the U.S. and China took main stage during Q2. In this issue of Focus, our team explores how the “swings” taken by the two countries impacted markets and also examines the impact of social media on planning.

Our planning section discusses the significance of the sequence of returns risk to the planning process and addresses the question — “Is now the right time to invest?”

Also in this issue, our portfolio managers take a comprehensive look at market activity and explain how they navigated our Gain Protect Spend® strategies through the ups and downs.

Q2 2019 Market Review Report

Click below to download our insights on how market performance in Q2 2019, and its projected performance in 2019, may impact client portfolios.

Review the Q1 Official ReportReview the Q1 Official VideoReview the Q1 Official Webinar

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