4 min Read Midyear Outlook: International markets benefiting from value shift International equities, shadowed by a decade of lagging returns relative to U.S. markets, may have turned a corner in November 2020. That’s when news broke of a highly effective COVID-19 vaccine and [...]
3 min Read Midyear Outlook: U.S. is set to boom, zoom and consume Remember that iconic photo signifying the end of World War II, with sailors kissing nurses in New York’s Times Square? Don’t expect quite that much exuberance this year, but Americans are [...]
3 min Read Midyear Outlook: Inflation? Keep calm about bonds and carry on Higher inflation and rising yields have some investors questioning whether they should stick with bonds. Undoubtedly, 2021 is shaping up to be one of the more challenging years for fixed [...]
4 min Read Sharpen your awareness: 9 ways to prepare for the next recession KEY TAKEAWAYS • Stay calm and keep a long-term perspective. • Maintain a balanced and broadly diversified portfolio. • Balance equity portfolios with a mix of dividend-paying companies [...]
3 min Read 2020 Outlook: Seek balance amid political and economic risk KEY TAKEAWAYS • Investor patience is a virtue in volatile U.S. presidential election years. • International stocks appear attractive on a company-by-company basis. • Consider upgrading bond portfolios as rates stay lower [...]
3 min Read What can a 529 be used for? What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think. Although 529 accounts are often used to pay for children’s college tuition, [...]