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Policy and Regulatory Commentary
The SECURE Act: 4 Key Changes Advisors Need to Know About
At the end of last year, Congress passed the SECURE Act as part of the year-end appropriations bill and introduced some big changes to the retirement system in the U.S.
Many people saving for retirement probably will not notice anything all that different. However, financial advisors need to be aware of four key changes, particularly for clients near retirement.
Policy and Regulatory Commentary
Emergency Interest Rate Cuts—Will They Work? Do They Matter? Frequently Asked Questions
Taking pressing questions and getting our in-house investment professionals to answer them in a jargon-free manner.
Market Outlooks
Weekly Market Compass: Congress readies for negotiations over the next stimulus bill, while governors decide when and how to re-open state economies
This piece is approved to use with clients.
For months, I have talked about the importance of policy in combatting the COVID-19 crisis: health policy, monetary policy, and fiscal policy.
Client Experience
Webinar Replay: Key Messages for Client Review Meetings
In volatile times, client review meetings can be quite unpredictable. Whether your clients are anxious or excited, we provide key behavioral and investment insights that can help frame your client check-ins.
Market Outlooks
Markets in Crisis: Q1 Update and a Look Ahead
This piece is approved to use with clients.
In this podcast, Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on where they see opportunity in the days ahead.
Market Outlooks
Crisis or Opportunity? 3 Simple Ways to Think About Markets Today
This piece is approved to use with clients.
The coronavirus pandemic has brought uncertainty to today's markets and complexity to the way we think about the future. To simplify, President and Global CIO Daniel Needham offers a few key points for both advisors and investors to remember in these unprecedented times.
Market Outlooks
Weekly Market Compass: The Federal Reserve unveils more tools to help the US economy while Congress debates its next step
This piece is approved to use with clients.
A great deal of news has been announced over the last week, and it can be difficult to determine what’s the most meaningful for markets. Here are the items I’m focused on this week.
Market Outlooks
Staying the Course Versus Timing the Market
This piece is approved to use with clients.
Being a long-term investor doesn't mean sitting idle in volatile times. Here's how we think about investing in market downturns.
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