White Paper: What’s the Upside in a Downturn?

When interest rates and asset valuations fall together, the result for some is an unprecedented planning window. Today, as a consequence of the coronavirus and the resulting market and policy responses, we are seeing both. Here we will share the effects of this on some common planning techniques. Let’s start with rates.

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Nicholas Bertha
Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC