Investment Decisions
Responsible Investing Options Keep Sprouting
Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on…
Read MorePros and Cons of Municipal Bonds
U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like…
Read MoreEconomic Indicators
Newton’s laws of motion and gravity are often applied to economics and the stock market. What goes up, must come down. While this generally explains a natural path of the…
Read MorePension vs. 401(k)
Given a choice, which would you choose: a guaranteed fixed income for the rest of your life, or a lump sum that you could invest? As it turns out, lots…
Read MoreAnnuity Strategies
In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining their current lifestyle during retirement. These people also are less…
Read MoreSustainable Investing Goes Mainstream
Invest in what you know is a common piece of investment wisdom. In the past, that advice has most likely referenced your favorite soda or retail store. Today, however, more…
Read MoreWhen to Pivot?
The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather a…
Read MoreInflation: Expectations for 2018
It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe…
Read MoreInvesting in Europe
It’s often said that when one asset class falters, others are likely rising. To some extent, this may be occurring with U.S. equities. The stock market correction that started…
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