The Columbia Threadneedle Return to Normal Index measures progress toward a post-pandemic world.
Financial advisors today are expected to do more than manage investments; FAs must provide comprehensive guidance on a range of financial matters and life event decisions.
Leading practices are forming teams that surround their core members with an array of expertise drawn from their firm eco-system and third party resources, tailored to the specific needs of their key client(s). But how to do so with efficiency and at a reasonable cost?
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Even your most successful clients may not know how to get the most out of their retirement compensation packages. They need help, and you should be the one to help them.
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Abram Claude will be available after the presentation to answer attendees' questions live
Traditional muni indices are concentrated in higher quality bonds and may have more interest-rate risk.
Passive products that track traditional municipal bond benchmarks may give investors excessive exposure to duration (interest-rate) risk, because of the way traditional indices are constructed.
A strategic municipal bond approach, with a focus on diversification and the flexibility to navigate interest-rate risk and credit risk, may help address this challenge.
The divergence between growth and value stocks is one of the biggest stories of 2018, and equity income investors find themselves on the wrong side of it. Why?
Gene Tannuzzo explains why a strategic beta approach makes a lot of sense in fixed income, particularly relative to traditional passive strategies.
Many investors assume a will dictates where their assets will go. But without properly designated beneficiaries, investors may not reach their legacy goals.
The Federal Open Market Committee is expected to begin the process of reducing the Fed’s balance sheet. Here’s what it may mean for investors.
2016 played host to the unexpected with the U.S. presidential election and Brexit vote. 2017 will bring its own events that could have consequences for global markets.
For many investors, the post-election rise in U.S. stock prices hasn’t necessarily translated to a post-election rise in portfolio values. Does diversification still work?
The holiday season is here, and so is the deadline for gifting contributions to 529 accounts — an attractive opportunity for those wanting to ease the soaring cost of college for family members.
Pension plans are being frozen and terminated, often creating lump-sum distribution options normally unavailable. Here’s how to prepare for what could be a major financial decision.
Italy’s December referendum vote could help solve certain structural issues hindering the country’s economic growth. We look at the implications of either a yes or no vote.
Consumer spending is expected to rise this holiday season, but the benefits won’t be evenly spread. Mainstream retailers, under pressure from Amazon and off-price stores, are shifting risk to brands.
We are entering into some unknown geopolitical waters. However, the U.S. economy is still an attractive place to invest, and the election doesn’t change that.
Aside from a few days of volatility, markets have risen steadily this year. So how should you position your portfolio in an environment where risk assets may continue to move in lockstep?
Election 2016 will have consequences for the economy and financial markets. Colin Moore looks at six election issues investors need to be aware of — regardless of who wins.
Jeff Knight looks at why market tantrums are the greatest risk management challenge facing investors today — and three ways to help protect your portfolio.
U.S. investors who buy munis for tax-efficient stability are getting help from an unlikely source — investors abroad.
The uncertainty of this election makes it hard to predict the long-term outcome of either a Clinton or Trump administration. For clues, focus on where the two candidates stand on three key issues.