The Coronavirus has changed our world; how we do business and how we live our daily lives. Waddell & Associates remains committed to our people, our clients, and our communities. As such, we are closely monitoring the current situation to provide up-to-date guidance in this unparalleled time.

This page will provide information from our thought leaders to help you manage financial and operational risks while minimizing disruptions. Please reach out to your trusted W&A strategist for more information and be sure to sign up for regular updates below. We are here to help provide clarity, even in the midst of uncertainty.

Stay Informed

Our Response and Commitment to You


As the Coronavirus continues to cause concern around the world, our top priority continues to be the safety and well-being of our people and their families, our clients, and our communities.

While we remain focused on the health and safety of our associates and those around us, we are equally focused on continuing to provide service to our clients.

We have taken steps to ensure we can continue to deliver the level of excellence and timeliness to which you are accustomed.

We have put measures in place to help ensure both safety for our people and business continuity for our clients.


We continue to develop and share information and guidance with our employees so they are fully informed on how to protect themselves, their families and their clients against the spread of the illness.

Waddell & Associates has the technological and operational infrastructure for our associates to work remotely and continue to serve our clients from anywhere.

I hope that you and your loved ones stay healthy. We are committed to providing clarity and peace of mind for you, and are grateful for your confidence in Waddell & Associates as we guide you forward.

As always, don't hesitate to reach out to us if you have any questions or concerns.

Stay safe and healthy,

David Waddell
CEO & Chief Investment Strategist

GUIDANCE AND INSIGHT

TOOLS & PRESCRIPTIONS


WEBINARS & VIDEOS

It Takes Money To Make Money:
Strategic Plays For Cash
- May 13, 2020

Webinar: 2H 2020
Shaping Your Recovery in the Second Half
- April 24, 2020

Webinar 2.0 - Q&A
CEO David Waddell answers some of your pressing questions
- March 27, 2020

MEDIA


Don't Stop Believing:
Journey Through A Pandemic
- May 27, 2020

Estate Planning:
Actions To Take Now To Make the Most of Market Uncertainty
- May 6, 2020

Webinar 1.0
Thoughts on recent events and our outlook for 2020 and beyond.
- March 20, 2020


I'm Dead... Now What?
Things To Do Before You Can't
- May 20, 2020

Charitable Gift Planning In The Midst of the Covid-19 Pandemic

- April 29, 2020

Here’s What To Do With Your 401(k) During All The Economic Instability Caused by Coronavirus
- W&A Wealth Strategist, Tim Ellis,
talks to CNBC. (April 7, 2020)

What To Know About COVID-19 SBA Disaster Lending -
W&A Strategists, David Waddell & Teresa Bailey in The Daily Memphian
(March 28, 2020)

Coronavirus: How To Protect Yourself From Scammers & Make The Most of Your Stimulus Check
- Wealth Strategist, Perry Green, comments in Memphis Commercial Appeal
(April 2, 2020)

More Strategic Insights

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