October 17, 2019 Will the SECURE Act Disrupt Planning for Retirement Assets? by Robert Dietz, Jennifer Couturier-Ostberg Individual retirement accounts (IRAs) have historically offered coveted tax deferral opportunities. Recently proposed legislation, however, may limit this benefit for inherited IRAs. This potential tax deferral loss is alarming, but just how much of an impact would this change really have? Wealth Planning Likes 0 SHARE Bookmarks
October 16, 2019 Does Your Target-Date Glide Path Suit Your Workforce? by Jennifer DeLong, Andrew Stumacher Plan sponsors evaluating packaged and custom target-date solutions should take a close look at the demographics of their plan participants and how they stack up against those of a “typical” plan. It’s critical information when making a glide-path decision. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
October 09, 2019 Can Alternative Investments Provide a Boost for Nonprofits? by Clare Golla Over the last decade, investment policies reflected asset allocation rules written at a time when stock returns were strong, and volatility and inflation were unusually low. But geopolitical uncertainty and rising inflation can cause markets to become more volatile. And that means the asset allocations that worked well during the last decade probably won’t produce the same results in the next one. Alternatives, Asset Allocation, Endowments & Foundations Likes 0 SHARE Bookmarks
October 08, 2019 Is The Brexit End Game Finally In Sight? by Darren Williams The battle for Brexit has undermined traditional political affiliations and triggered changes in the UK’s constitutional order that could affect future governability. We may now be approaching the end game, though the outcome might not be the one markets are counting on. Brexit, Economics Likes 0 SHARE Bookmarks
October 03, 2019 Investors Can Hold US Companies Accountable to Roundtable Pledge by Dan Roarty Leading US CEOs recently pledged to redefine the role of the corporation in society. But will they make good on their promises? Responsible investors need a clear way to evaluate whether a company is really making progress by doing good for both society and investors. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 02, 2019 The Fed is Cutting Rates. Will That Be Enough? by Eric Winograd The Fed cut rates again and indicated that one more cut should be enough to shore up growth. We think more will be needed. But will rate cuts work? And if not, what else can the Fed do? Economics, Later in the Cycle Likes 0 SHARE Bookmarks
October 02, 2019 Evaluating the Headwinds To the Economic Outlook by Darren Williams The global economy faces its most challenging year in over a decade. Policymakers still have options, but can they use them effectively? Capital Markets Outlook, Economics Likes 0 SHARE Bookmarks
October 02, 2019 The Trade War Could Be a Blessing in Disguise for China’s Tech Sector by John Lin, Stuart Rae, Min Zhou Complex ties between US and Chinese technology sectors are being tested by trade war tensions. But some steps taken by the US against Chinese multinational giant Huawei Technologies could backfire and spark a new phase of development for the Chinese technology sector. Equities, Trade Wars Likes 0 SHARE Bookmarks
September 25, 2019 Sizing an Alternatives Allocation Starts with Spending by Alexander Chaloff One of the key determinants for selecting the right alternatives allocation is spending. Most alternative assets are illiquid, which means they cannot be readily sold for cash. Because of this characteristic, investors need to select an alternatives allocation that does not put their spending at risk. Alternatives, Asset Allocation, Wealth Planning Likes 0 SHARE Bookmarks
September 17, 2019 Out of Balance? Growth vs. Yield in US Stock Valuations by James T. Tierney, Jr. In today’s highly uncertain market environment, investors in US stocks are paying a premium for companies with high-dividend yields. But how much is too much—especially if interest rates stop declining? Stocks with resilient high-growth profiles deserve a closer look. Equities, Later in the Cycle Likes 0 SHARE Bookmarks
September 16, 2019 The Fed Has More in Its Policy Tool Kit Than You Might Think by Eric Winograd With the global economy facing stronger headwinds, we’ve reduced our global growth and interest-rate expectations. But the US Federal Reserve has a variety of policy tools it could use—some unconventional—that we think will help the US economy hold up better than some of its peers. Economics Likes 0 SHARE Bookmarks
September 11, 2019 Searching for Financial Sustainability for Faith-Based Nonprofits by Clare Golla Despite differences in ideology, practice, location, and size, many religious organizations face the same challenges. Shifts in generational demographics, declines in religious affiliation, and changes to tax legislation are driving declines in giving. At the same time, these financial challenges are exacerbated by another issue: the cost to maintain (often aging) real estate holdings. These costs are increasing at a pace, in some cases, more rapid than revenue declines. Endowments & Foundations, Wealth Planning Likes 0 SHARE Bookmarks
September 05, 2019 The Investor’s Survival Guide to a Long Life by Kent Hargis, Sammy Suzuki, Aditya Monappa Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring. Asset Allocation, Equities, Multi-Asset, Volatility, Women & Wealth Likes 0 SHARE Bookmarks