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Tax Management
2021 Tax Facts Quick Reference Brochure
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This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Policy and Regulatory Commentary
No big waves from the Fed to close an unprecedented year
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The Fed upgraded its longer-term economic outlook, while warning of near-term risks.
Market Outlooks
10 predictions for 2021: The world improves, but do markets already know?
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Bob Doll rolls out the 10 Predictions for 2021 on behalf of the Equity Investment Council, and provides views on the direction of the economy and financial markets.
Market Outlooks
Weekly Investment Commentary: 10 predictions 2021: The world improves, but do markets already know?
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2020 will go down in history as a year we all wish we could forget, but never will. The unprecedented coronavirus pandemic changed everything. While the economic and earnings recession was short but deep, the humanitarian crisis remains devastating.
Market Outlooks
Weekly Investment Commentary: A look back at our 10 Predictions for 2020
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As 2020 winds down (and before we unveil our 2021 Predictions), it’s a good time to look back at the past 12 months and provide initial thoughts about what the next year might bring. 2020 will long be remembered for the devastating coronavirus pandemic that sparked the sharpest and shortest recession in modern history.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on positive investor sentiment
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U.S. Treasury yields closed higher last week, led by longer maturities. Investors were encouraged by positive news related to Brexit, coronavirus vaccines and U.S. fiscal relief efforts. The Federal Reserve (Fed) remained dovish at its December meeting, maintaining asset purchases at least at the current level for the foreseeable future.