Direct indexing in detail

By |2022-09-16T17:20:32+00:00September 16th, 2022|U.S. Equities|

Direct indexing in detail Dive into this strategy to potentially customize your investment mix. FIDELITY ACTIVE INVESTOR – 09/18/2022  Direct investing isn't a new strategy. But it has become more popular recently across a spectrum of investors, thanks in large part to declining trading costs—for example, many brokerage firms now offer zero-commission online stock and ETF trades—and [...]

How long might the dollar rally last?

By |2022-08-16T15:32:06+00:00August 16th, 2022|U.S. Equities, U.S. Outlook|

How long might the dollar rally last? A rapid shift in the outlook for the global economy — punctuated by soaring inflation, Europe’s deepening woes and increasing fears of a worldwide recession — is having an enormous impact on currency markets. The U.S. dollar has continued to climb higher, building on its impressive rally during [...]

2020 Outlook: Seek balance amid political and economic risk

By |2022-05-03T21:59:44+00:00February 26th, 2020|U.S. Equities|

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 [...]