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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.
Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
Market Outlooks
Weekly Macro Update: Groundhog or Canary?
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The recent market gyrations look more like an entertaining sideshow, but it’s worth asking when they might be a signal of something worse.
Market Outlooks
Weekly Macro Update: The Best Way to Get a Car Out of a Ditch
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And how investors should judge the next round of government spending.
Market Outlooks
Weekly Macro Update: An Investment Scorecard for the Biden Administration
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History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?
Market Outlooks
Weekly Macro Update: A Recipe for the Next Financial Crisis
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It may not come soon or deliver the same shock, but the ingredients that triggered so many predecessors are already coming into view.
Market Outlooks
Weekly Macro Update: A Secret Plan for America’s New China Policy
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It’s based on the reviled and maligned Trans-Pacific Partnership, so don’t tell anyone.
Market Outlooks
Weekly Macro Update: Why it’s so Hard to go Bankrupt… And Why That Will Change
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Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
Market Outlooks
Weekly Macro Update: Europe Pivots from Brexit to Biden
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The President-elect says "America's back," but Europeans (and global investors) ask "how long?"
Market Outlooks
Weekly Macro Update: Investor’s Guide to the Second-Most Important Economic Challenge
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After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
Market Outlooks
Weekly Macro Update: Don’t Forget the Winners & Losers that Weren’t on the Ballot
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Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.