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Client Life Events
Beneficiary Planning Case Study
This piece is approved to use with clients.
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Client Life Events
Government Benefits Guide
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An easy-to-follow roadmap to government benefits for special needs planning and tips on how to incorporate those benefits into your strategy.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yield curve flattens as the Fed remains steady
This piece is approved to use with clients.
Shorter U.S. Treasury yields rose while the 30-year yield fell slightly last week, causing the yield curve to flatten. The Federal Reserve (Fed) made no changes to monetary policy last week, and Chair Jerome Powell’s comments seemed to support the view that the Fed has no clear bias toward a cut or hike as its next move.
Market Outlooks
Weekly Investment Commentary: With stocks again at record highs, where do we go from here?
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A rally on Friday helped stock markets finish slightly higher for the week. Investors were cheered by a stronger-than-expected jobs report, which showed the U.S. economy is continuing to improve. Corporate earnings news was also generally good, which helped sentiment. For the week, the S&P 500 Index rose 0.2%.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields decline on global growth concerns
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U.S. Treasury yields declined across all maturities last week, led by the short end of the yield curve. Weak economic data in Europe triggered the mid-week decrease, although Treasury yields declined less than European yields. The decline continued Friday with U.S. GDP data showing underlying weakness. The Federal Reserve (Fed) meets this week, but we don’t expect any significant news.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields remain steady in a quiet week
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U.S. Treasury yields fell slightly during in a holiday-shortened week. The biggest movement came on Tuesday, with a just over 3 basis points (bps) increase in the 10-year maturity, after stronger-than-expected data from China. The Federal Reserve (Fed) is still not committed to a specific path for interest rates, and the market is not expecting a hike in 2019.
Sustainable Investing
Impact: Driving positive environmental and social results
We drive impact through our investing practices across asset classes. Our strategies help channel capital to areas that address societal needs and environmental issues.
Sustainable Investing
How We Invest In Farmland: An introduction to Nuveen’s global agricultural sustainability approach
This introduction describes Nuveen’s sustainable farmland investing policies and procedures. It is intended to complement our Farmland Sustainability Annual Report, which documents our progress in meeting the PRI Farmland Guidelines.
Sustainable Investing
Fourth annual responsible investing survey
Responsible investing (RI) is most attractive as a strategy for higher performance by managing risk among high-net-worth investors. There has been a 200% increase in RI conversations between advisors and investors over the past year.