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Market Outlooks
Weekly Investment Commentary: Markets continue to rise, but so do inflation risks
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U.S. equities added to 2021 gains last week, with the S&P 500, Nasdaq and Russell 2000 again reaching intra-week record highs. This performance corresponded with a steady VIX reading in the relatively low mid-20s. Sector returns were mixed, led by energy and technology, which added 4.9% and 2.3%, respectively, while utilities lost 1.5%.
Market Outlooks
Weekly Investment Commentary: U.S. equities rebound as investors focus on fundamentals
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In a reversal from last week, U.S. equities experienced their best week since November 2020. Losses due to the volatility surrounding GameStop headlines were completely erased, as the S&P 500, Nasdaq and Russell 2000 all reached record highs. All 11 sectors experienced gains, 10 advancing by greater than 2%, with six advancing almost 5% or more.
Goals/Needs-Based Investing
Outcome-Based Investing Guide
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When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.
Market Outlooks
Weekly Investment Commentary: The rise of the individual investor
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Thanks to a bout of volatility, U.S. equities experienced their worst week of trading in three months and ended January on a negative note. Broad indexes sought to sustain fresh highs to start the week, but soon realized losses largely due to the unexpected force of individual investors.
Market Outlooks
Weekly Investment Commentary: Equity markets experience a sense of déjà vu
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U.S. equities hit new highs last week before pulling back on Friday. Broad indexes were positive for the holiday-shortened week with leadership shifting from coronavirus-impacted cyclical and value stocks that have led recently, back to growth and defensive stocks that dominated most of 2020.
Market Outlooks
Bond markets finished the year with a strong tone
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As the economy gained steam in the second half of 2020, credit spreads narrowed to end the year only slightly higher than January levels. Investors who held their positions throughout this tumultuous time were rewarded for their patience, illustrating the importance of a long-term time horizon.