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Fixed Income Insights
Neither bulls nor bears last forever
This piece is approved to use with clients.
While bull markets don’t last forever, neither do bear markets. Since 1928, the strength and duration of S&P 500® bull markets has meaningfully outweighed that of bear markets.
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Fixed Income Insights
Did the Fed just go Minority Report?
We believe the Fed is taking a risk — one we hope works — in shifting from reactive to preemptive monetary policy. It was not that long ago that the Fed was more forthright about the uncertainty inherent in economic forecasting as Chairman Powell used the analogy of walking into a dark room and slowing down to avoid furniture as an analogy for the Fed’s situation. Today, they seem more certain that they know the future and aim to alter it.
Retirement
Creating more precision with life expectancy planning
As life expectancy numbers continue to increase, the need for more careful and more precise financial planning for retirement has increased with it. A startup called Genivity, one of the winners of BMO's 1871 FinTech partnership program in 2017, is helping financial advisors have better conversations with their clients by incorporating health history insights into the financial planning process.
Retirement
To claim or not to claim? The Social Security question
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Learn the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor.
Retirement
Health savings accounts: A strategic retirement tool?
With the cost of healthcare steadily rising across America, planning for this expense has become a focal point in many financial plans. Learn how investors and their advisors can turn to health savings accounts, and their tax benefits to address the specific cost in retirement.
Fixed Income Insights
Tax Reform Impacts Call Into Question Coastal Muni Values
Over a year has passed since the implementation of federal tax reform and high tax states are just beginning to feel the implications. As tax returns are beginning to be filed, residents in the high tax coastal jurisdictions may face some unpleasant surprises, resulting in a realization that the municipal bond tax-exemption is still an efficient way to shield taxable income.
Fixed Income Insights
Fixed Income Underdogs are the Champs of 2018
As equity investors slowly put their Dow 25,000 hats in their bottom desk drawer, let’s take a second to talk about the biggest underdogs of 2018…bonds. But can the champs repeat in 2019?
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.