It’s been a strange four months – especially for markets. In this video, Allworth’s CEO and Chief Market Strategist look back on why stocks managed to bounce back from lows, discuss where opportunities might be found, and look ahead to the rest of the year.
The U.S. is now officially in a recession. So, what’s next? And how long could it last? Allworth’s Chief Investment Officer takes a look at past recessions to explain what may lie ahead for the country and investors.
As the COVID-19 crisis continues to drag on, the questions about its impact on the economy and markets also continue to mount. Allworth’s Chief Investment Officer answers 4 of the biggest questions we’ve been getting.
In Money Matter’s April 28th, 2020 Brief, Allworth CEOs Scott Hanson and Pat McClain discuss some of the more surprising aspects of the COVID-19 shutdown and the CARES Act, including businesses potentially losing workers due to increases in unemployment benefits, and the widening savings chasm between the unemployed and the still employed. The Brief concludes with a conversation about the latest round of coronavirus related federal stimulus, and what that means for small businesses going forward
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1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 01/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $8 billion in total assets under management and administration.
4Barron’s 2019 Top 50 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
