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Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
This piece is approved to use with clients.
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Client Experience
It’s All Hometown to John Caserta
John Caserta grew up in North Haven, Conn., where he’s now a Chartered Financial Consultant and managing director at Caserta & de Jongh LLC. His second office is in New Haven, home to his alma mater, Yale, where he studied Italian and played trumpet in concert and jazz bands. His frequent media appearances and alumni connections are helping him grow his practice.
Client Experience
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
This piece is approved to use with clients.
Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.