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Library » Small Business Retirement Plans and Recent Tax Reform
August 17, 2018 | Retirement Plans
With the passing of the Tax Cuts and Jobs Act (TCJA) in December of 2017, business owners may be asking how it might impact a currently sponsored qualified retirement plan, or they may be considering adopting one for the first time. In fact, one of the new tax deductions under TCJA may result in …
Markets & Economy » Why Investors Should Consider a High Yield Bond Allocation
August 09, 2018 | Fixed Income
For the past three decades, bond markets have been on one of the most impressive bull runs in history. In fact, since 1987, bonds have returned 10% or more in 29% of calendar years compared to just 11% of the time between 1926 and 19861. As a result, investors have largely been able to meet their …
Financial Planning » It’s Not Too Late to Compound Your Savings for Retirement
August 07, 2018 | Wealth Management
For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …
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IndividualLibrary » August 2018 Perspective
August 03, 2018 | Market Commentary
Tech Takes a Beating A number of high-flying tech stocks that drove the market in recent years suffered a series setbacks at the end of the last month. Beginning with a sharp move lower in Netflix shares, the tech sector’s weakness accelerated on July 26 when Facebook suffered the largest one …
Financial Planning » Webinar: Financial Planning FAQs
August 02, 2018 | Wealth Management
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …
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IndividualLibrary » Second Quarter 2018 International Perspective
August 02, 2018 | International Markets
Quarterly Market Review Global equities experienced mixed results for the second quarter as domestic equity markets generated strong returns and most international equity markets declined. Strong global corporate profits with solid regional and sectoral breadth aided performance. For foreign …
Library » How Business Owners Can Profit from the Tax Cuts and Jobs Act
July 30, 2018 | Wealth Management
The Tax Cuts and Jobs Act brought sweeping changes to the tax code, but business owners may come out on top. Find out if you meet the requirements and what steps you can take to take advantage of the new deduction. Have questions about the new tax laws and qualified plans? …
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Institutional
Library » Webinar: Mid-Year Outlook
July 27, 2018 | Market Commentary
Economic conditions were generally healthy during the first half of 2018, yet returns were harder to come by as escalating trade tensions, rising policy interest rates, and inflation worries led to increased volatility across financial markets. Director of Investments, …
Markets & Economy » Can Electric Vehicles Spark Investment Opportunities?
July 18, 2018 | Investment Themes
Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …
Library » Strategy in Focus: Fi360’s Fiduciary Tool Integrated in Active Asset Allocation Solutions
July 16, 2018 | Active Management
Today, advisors face increasing due diligence demands and a rapidly evolving ETF landscape. To help advisors in their selection process, we've teamed up with Fi360 to offer streamlined strategies with "built in" fiduciary monitoring. John Faustino, Chief Product and Strategy …