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Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
This piece is approved to use with clients.
When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.
Goals/Needs-Based Investing
Women and savings: Your future in focus
We’re talking about women’s finances, including how to identify your goals and decide what you may need to save for the future.
Retirement
Saving for your future: 401(k)s and beyond
Watch to discover additional ways to save beyond the traditional employer-sponsored plan, and how to maximize your savings strategy depending on your stage of life.
Market Outlooks
Weekly Investment Commentary: Is fixed income a phoenix set to rise?
This piece is approved to use with clients.
It’s been a crash-and-burn year for fixed income.
Market Outlooks
Weekly Investment Commentary: The tide has yet to turn for non-U.S. equities
This piece is approved to use with clients.
For now, we advocate underweighting non-U.S. equities as part of a strategic asset allocation, due to the lack of positive catalysts in key markets.