Perspectives: resources for today's world

A holistic approach to the whole you

At Equitable, we believe financial well-being is about understanding the whole you—your purpose, lifestyle and finances. Here are some insights to help guide you.

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Beyond finances: Make the most of your advisor conversations

More advisors today are taking a holistic approach to life planning. Learn how having a broad conversation can help your advisor discuss the right strategy for you. Read more.

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Checklist: getting ready for an advisor conversation

Make sure you're prepared for your next discussion with your financial professional, with questions and updates that go beyond your finances. Read more.

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Preparing for a complex world

The global coronavirus pandemic has created rampant uncertainty, but there are options that can offer a measure of certainty in an uncertain world. Read more.

Resources to help you navigate this environment

Please reference our ongoing response to the COVID-19 situation and see our frequently asked questions on how the Coronavirus Aid, Relief and Economic Security (CARES) Act may impact you.

Insights and resources

From market commentary to purpose, lifestyle and finances, we will enrich you with diverse viewpoints and actionable ideas.

Market commentary

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May 12, 2020

Quick Take: Leadership is important when finding a bottom

This week’s Quick Take focuses on the 4 leading indicators the investment firms we work with look for in determining when a sustainable economic recovery is underway. Read more.

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April 2020

Principles for successful long-term investing

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. Here are seven time-tested strategies to guide you through today’s challenging markets. Read more.

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April 2020

Market volatility

Let us guide you through this period of market volatility to help you make informed choices based on your needs. Read more.

Purpose, lifestyle and finances

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How to think about a “Retirement Reset” during times of uncertainty 
The findings from a recent retirement survey conducted by Alliance for Lifetime Income (ALI) provide valuable insights of what life is like for those nearing retirement and recently retired.  Read more.
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Digital tools to support school closures due to COVID-19

Information about online learning, digital lessons, creative activities and more to help maintain a sense of normalcy for kids while schools are closed. Read more.

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Coping with Coronavirus Anxiety

As many of us try to adjust to a “new normal”, here’s a look at the psychological impact of previous periods of quarantines due to infectious diseases and how it can provide a prediction of what we can expect. Read more.

Planning for today and the future

A good plan should encompass elements across your purpose, lifestyle and finances. Here are some ways to get started.

plan what we can

We are living through a moment of uncertainty, but even now there is still so much we can control — starting with how we choose to live our lives and support those around us, today.

Get inspired

identifying your priorities

The path to a fulfilling future starts with a clear picture of what's most important to you, as well as what needs more attention. Take this quiz to help bring that picture into focus.

What matters to you?

GE-3033241 (04/2020) (Exp. 06/2020)