The Myth of the Nest Egg

For decades we’ve focused on the nest-egg notion as the goal for retirement saving, benchmarking our progress in relation to that lump sum. But it has no context other than probably being the single biggest “paycheck” most of us will ever see.

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Investing in the Robot Revolution: Part 1

Catherine Wood and Michael Shavel As robots increasingly take over processes currently performed by humans, we believe that an inflection point in manufacturing automation is imminent. Transport and healthcare will quickly follow, with enormous social, economic and hence investment implications.

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Stability Still Matters as Investors Embrace Risk Again

By Kent Hargis (Pictured) and Chris Marx After years of chasing safety at all costs, investors are now reaching for opportunities in long-spurned riskier stocks. But they will still want to safeguard their portfolios against painful market swings in the future.

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UK Threat to Exit EU: Much Ado About Nothing

In a speech last week, British Prime Minister David Cameron raised the possibility that the UK might push the “nuclear button” and leave the European Union. We think both the threat and consequences of such a move have been exaggerated.

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The Road to Restoring Confidence in Retirement

We are optimistic that a bright future lies ahead for retirement, despite all the concerns that Americans feel today.

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High-Yield Won’t Bubble Over

It’s easy to spot a bubble after it bursts. Just follow the carnage—significant, and sometimes complete, losses for investors. It’s not so easy to pinpoint a bubble beforehand, but many are convinced that there’s too much air rushing into high-yield bonds today.

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Equities Set to Break Out of the Bear Trap

In the face of significant uncertainties, US and global equities rallied in 2012 and at the start of the New Year. We think there might be more to come as stocks break out of the bear trap.

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Seniors: Act Fast If You Want to Transfer IRA Assets Directly to Charity

Daniel B. Eagan and Brian D. Wodar Philanthropic seniors in the US have only until the end of January to decide whether to make a tax-neutral transfer of up to $100,000 in IRA assets to the charity of their choice. For many, this could significantly lower their tax bill.

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Will This Risk-On Period Last?

Daniel J. Loewy and Brian T. Brugman The odds of the market staying in risk-on, risk-off mode are lower than they were a few months ago, in our view—but still too high to take a highly aggressive stance.

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Is the Euro “Dangerously High”?

Jean-Claude Juncker’s view that the euro is “dangerously high” isn’t shared by the European Central Bank (ECB). As long as this is the case, the single currency may continue to defy fundamentals and act as an unwelcome headwind for an economy still struggling to break out of recession.

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