C Is For A Customized Client Experience: Looking At The Holistic Planning Services Advisors Now Provide
If there is one experience common to us all during the global pandemic, it is that the spread of COVID-19 around the world caused everyone—young or old, rich or poor, male or female—to reassess our priorities.
Minisode - Can the SECURE Act 2.0 Get Retirement Planning Back on Track?
With the SECURE Act 2.0, Improving Access to Retirement Savings Act, looking like it will become law, 401(k)s and other retirement plans finally have a chance to recover some of the ground lost as defined contribution plans eclipsed defined benefits.
Bitcoin Found a Happy Match in the Traditional 60/40 Portfolio
Bitcoin’s spectacular rallies and crashes have investors scratching their heads about whether it fits in a balanced portfolio. History shows a 60/40 allocation to stocks and bonds could be improved by some exposure to the digital asset, despite the risks.
ESG Bond Sales Sprint to $1 Trillion as Investors Force Change
Global issuance of bonds for environmental, social and governance goals look set to hit $1 trillion for the first time ever this year. That’s more than double what was sold in all of 2020 as more borrowers are pushed to sell ethical debt by investors.
The Critical Role of Liquidity in Supporting Valuations
Much is being written on the state of extreme equity and bond valuations. Surprisingly, there is little research focusing on what keeps valuations at such levels. Liquidity is our asset bubble's lift and worth closely examining to better assess the markets' potential flight path.