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Market Outlooks
Virtual girl
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As Linda settles in at home, she ponders if we're getting ahead of ourselves.
Market Outlooks
Transamerica: Make The Most Of Your Legacy
Using Transamerica's annuities in irrevocable trusts
Market Outlooks
Nationwide: Relief for small businesses
In March 2020, three important pieces of legislation were signed into law in response to the novel coronavirus pandemic.
Market Outlooks
Nationwide: Planning impacts of the coronavirus relief legislation
The Coronavirus Aid, Relief and Economic Security (CARES) Act has been signed into law.
Market Outlooks
Weekly Wire: A 30 year perspective, and a bit more perspective on the 30-year mortgage
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Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
Market Outlooks
A four-month shopping spree
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Measured from October to January, holiday retail sales impressed.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
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Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Market Outlooks
Slower Growth Ahead
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What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.
Market Outlooks
Patience Is A Virtue
In light of several recent economic events, this piece addresses the question of “where do we go from here?”.