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Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
This piece is approved to use with clients.
Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Investing Ideas
Why the Time Is Right to Consider Investing in Emerging Market Local Debt
This piece is approved to use with clients.
In the post-COVID landscape, EM local bonds can play an important role in portfolios as a potential income-generating growth asset.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio
Investing Ideas
How You Can Employ a Deft Tax‑Efficient Strategy
This piece is approved to use with clients.
Investors may enhance their after-tax mutual fund returns by using asset location and tax-efficient investing strategies.