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As COVID-19 continues to disrupt the world, it’s vital to follow the World Health Organization's and the U.S. Centers for Disease Control and Prevention's guidelines to prevent the spread of the disease. Know the facts on COVID-19, including what it is, what is the incubation period, how it is transmitted, and what is the reproduction number and what does it mean. Equally important is knowing the best practices on maintaining a healthy workplace, planning for continuity of operations, and the legal implications around COVID-19 in the workplace.

By leveraging the power of your investment portfolio through securities-based lending, you can free up available cash by using a portion of your eligible portfolio holdings as collateral. While there are potential risks in borrowing against your portfolio, they can be managed for a host of needs, ranging from asset purchases to wealth planning to tax payments.

What are the top workplace wellness trends affecting the health and productivity of your workforce—and what can you do to help? In today’s increasingly competitive job market, companies are shifting their focus away from traditional benefit plans to a more holistic approach to total wellbeing. With an emphasis on influencing culture and offering initiatives, you can improve the employee experience. Learn more about creating a positive shift toward total wellbeing.

The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans. Changes include distribution provisions of an inherited IRA, planning with trusts, a later start for required minimum distributions, and incentives for small business owners and employees. There are also other non-retirement planning changes and updates provided in the Act. Learn how some of the more significant changes will impact you and the planning strategies to consider.

Much is being said about the demise of globalization, but its death notice is premature. It also significantly underestimates the durability of the international institutions constructed post-WWII and how the digital economy will effectively blunt this latest round of temporary global protectionism. In this issue of The Real Economy, we explore the evolution of the digital economy and its impact on policies, populism, globalization, and growth.

The evolution of the Coronavirus has led to more complex questions than answers and every day brings new developments on how to handle related losses. As the insurance world reacts to the pandemic crisis, here are the latest takeaways on workers’ compensation, business interruption/property claims, liability, cyber, and event cancellations.

Does market volatility mean vulnerability for portfolio owners with investment-grade corporate bonds? Find out why corporate laddered bonds can thrive—no matter the market cycle.

As the number of reported cases of the novel coronavirus (COVID-19) continues to rise, employers are increasingly confronted with the possibility of an outbreak in the workplace. Learn how COVID-19 continues to affect employers' disease prevention efforts and potential compliance issues and legal obligations.

As equity markets catch a nasty case of the coronavirus, what’s an investor to do? Four things to focus on amid the downturn.

In periods of elevated volatility such as the fourth quarter of 2018—when we saw the largest quarterly decline in the U.S. market, as measured by the S&P 500, since the third quarter of 2011—investors have many opportunities to harvest losses. Preserving tax benefits by avoiding wash-sale violations becomes even more important during these periods. However, there are occasional circumstances that make wash sales unavoidable. It's important to understand why they occur and why they aren't necessarily a negative.