March 02, 2021 It’s Finally Time to Deal with That Cash by Aaron Bates, Stacie Jacobsen, Matthew D. Palazzolo Investing large sums can be intimidating. But deferring the decision won’t make it go away. We’ve pulled together our best advice for investors who are finally ready to deal with their cash. Alternatives, Business Owners, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks
March 01, 2021 Are Growth Stocks Attractive in a Post-Pandemic World? by Frank Caruso The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models. Equities, Volatility Likes 0 SHARE Bookmarks
March 01, 2021 How Much Further Will US Rates Rise? by Eric Winograd US Treasury yields have surged, buoyed by optimism about economic growth and rising inflation expectations. We think the Fed will push against rates rising too far, too fast. Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
March 01, 2021 As Retirement Income Needs Grow, DC Plan Sponsors Weigh Solutions by Jennifer DeLong, Andrew Stumacher As more plan participants worry about retirement income security, demand for guaranteed income solutions is growing—and plan sponsors are pondering the options. While there are many ways to measure the benefits, we believe that some approaches—like in-plan and default options—have distinct advantages. Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
March 01, 2021 Raising Equity Defenses for the COVID-19 Recovery by Kent Hargis, Sammy Suzuki, Chris Marx The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
February 24, 2021 Cold Cash: How to Redeploy in Hot Markets by Matthew D. Palazzolo Investors have parked record piles of cash on the sidelines amid concerns about market levels and volatility. But short-term safety comes at a price. Alternatives, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks
February 23, 2021 Will the Energy Sector Evolve or Devolve? by Susan Hutman, Devin Nomellini The energy sector is beginning to adapt to the realities of climate change. Who is best positioned for the future? Fixed Income, Policy & Regulation, Responsible Investing/ESG Likes 1 SHARE Bookmarks
February 22, 2021 Muni Credit Plays Defense When Rates Rise As COVID-19 vaccines roll out and restrictions lift, a US economic rebound could lead to tighter Federal Reserve policy and higher yields. Municipal bond investors may worry about how rising yields could hurt their portfolios. Fixed Income, Low-Yield Environment, Municipals Likes 0 SHARE Bookmarks
February 17, 2021 Is a Cash-Stock Barbell Weighing You Down? by Christopher Clarkson, Stacie Jacobsen Can investors awash in company stock truly offset their risk with cash? The answer may surprise you. Business Owners, Corporate Executives Likes 0 SHARE Bookmarks
February 16, 2021 How to Choose a Sustainable Equity Portfolio by Dan Roarty, Sarah Tunnell As inflows to sustainable equities break new records, here’s what investors should look for to identify portfolios that align with their responsible investing goals. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 16, 2021 Four Things Investors Should Know About US Inflation in 2021 by Eric Winograd We expect US core inflation to surge in the months ahead, as comparisons to low price levels of a year ago cause sizable fluctuations. Ultimately, supply should respond to recovering demand, bringing inflation down and facilitating easy Fed policy. Coronavirus, Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
February 10, 2021 You Just Sold Your Business…What Should You Do with the Cash? by Andrew Bishop, Richard Weaver After a sale, the excitement of seeing the proceeds hit your account can be tinged with apprehension. Here’s how to think about investing your windfall. Business Owners Likes 1 SHARE Bookmarks
February 09, 2021 Will High-Dividend Payers Make a Comeback in 2021? by Karen Watkin Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown early signs of a rebound in recent weeks. Coronavirus, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks