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Regulatory Education
2022 Financial Planning Limits and Tax Rate Schedules
Curated content for RIAs.
Addressing the complexities of financial planning can be difficult.To help, Janus Henderson has created a guide to assist with: 2022 Tax Rate Schedules Comprehensive Income Tax Exemptions and Deductions Social Security Planning Coverage and Limits Medicare, Health Care and Retirement Plan Limits Estate and Gift Tax Planning Amounts Education Credits and Deductions Investment Planning
Market Outlooks
AAM Viewpoints: Investing During a Tightening Cycle
This piece is approved to use with clients.
In about two months the Federal Reserve is expected to issue its first interest rate hike in three years, and presumably begin a new tightening cycle.
Market Outlooks
AAM Viewpoints: 2021 Fixed Income Review
This piece is approved to use with clients.
2021 was a challenging year as news of fast-spreading COVID-19 variants added stress and volatility to the financial markets.
Market Outlooks
AAM Viewpoints: To Issue or Not to Issue? That is Every Municipality’s Question
This piece is approved to use with clients.
Last year the municipal (muni) market sold a total of $475.3 billion of debt, second to the record of $484.6 billion that was attained the previous year.
Market Outlooks
AAM Viewpoints: The Big Quit, Great Inflate, and the Viral Spiral: A Deadly Credit Cocktail or Mere Speedbumps?
This piece is approved to use with clients.
Corporate credit quality has strengthened at a near unprecedented pace in 2021.
Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
This piece is approved to use with clients.
As we embark on the final two weeks of a challenging and unpredictable year, it seems the next year will resemble its predecessor, but with some unique and important differences.
Market Outlooks
AAM Viewpoints: Last call for fed punchbowl; Warnings for a bumpy 2022
This piece is approved to use with clients.
Last December my Viewpoints article was titled, “Let’s Party Like Its 1999!” In that article we looked forward to 2021 as a year when the euphoria was similar to 1999.
Regulatory Education
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Curated content for RIAs.
To help plan sponsors better understand how to ensure their investment policy statement (IPS) is clear and current, we spoke with renowned ERISA attorney Hon. Brad Campbell about three areas where well-intentioned but unclear or outdated IPS language can create problems.
Market Outlooks
Market GPS: ESG Investment Outlook 2022
Curated content for RIAs.
Paul LaCoursiere, Global Head of ESG Investments, explores four themes for 2022 that he considers pivotal to the direction of travel for environmental, social and governance (ESG) investing.