When markets decline as they have during this pandemic, a financial advisor can provide the expertise that helps you take advantage of a range of financial strategies to grow your wealth and achieve your goals.

The COVID-19 outbreak has upended life as we know it. And while it’s natural to feel uncomfortable about documenting your inheritance wishes, the pandemic underscores the importance of estate planning.

The Federal Reserve has slashed interest rates to near-zero in response to the crisis. You may find this a great opportunity to save money by refinancing your mortgage or other debt.

The economic decline may have a silver lining for lending: a rapid drop in interest rates. This can make it an ideal time to make low- or no-interest loans.

In a declining market, you can give more than you could at the top of the market without increasing your tax liabilities.

Stock markets aren’t the only areas of the economy to suffer in challenging times. Real estate markets can also falter, driving down home values.

If you’re panicking in the current stock market turmoil and feeling the urge to sell, you’re not alone. But panic selling can hurt your long-term goals

While in a stock market downturn, you can help make the most of this challenging situation through a variety of financial planning strategies, such as tax loss harvesting.

As the impact of the pandemic sends shudders of uncertainty into our markets and economy, you may be feeling a lack of control over your investments.