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.
When tomorrow becomes today
Equitable and Atlantic Re:think have partnered to create a digital magazine bringing to life real stories of people preparing for the changing face of retirement. Explore.
Beyond finances: holistic life planning trends
87% of advisors believe that a holistic approach to financial planning is highly effective in helping clients. See how a holistic approach is changing how clients and advisors work together. Read more.
Coronavirus is scrambling retirement, but there are ways to move forward
COVID-19 has added uncertainty to every dimension of life, including preparing for and living in retirement. Explore ways to adjust and thrive. Read more.
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.
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.
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
Quick Take: COVID-19 update - A disinflationary shock
The pandemic’s impact on reduced overall spending has investment experts forecasting inflation to fall to around 0.5% by end of year. Read more.
July 2020
Capital Markets Outlook
U.S. Equity markets performed well in Q2 2020. Yet, despite government measures to help prevent economic disaster, coronavirus and other factors will mean more market volatility requiring focus on downside protection. Read more.
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
Using annuities to offer protection when markets go down
Afraid of losing hard-earned retirement savings? Annuities can help protect your money when the market’s in flux. Read more.
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.
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.
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.
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.
