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Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
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Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.
Macroeconomic & Geopolitical
MarketScape: A 50/50 U.S. Recession Risk
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Chief Investment Strategist Jim McDonald examines the economic risks investors face.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Alternative Investments
What is a Put Option?
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Simple, Straight Talk on Put Options.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Client Life Events
Tips for interacting with people with disabilities
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This guide offers tips on interacting with people who have various special needs and disabilities.
Client Life Events
Beneficiary Planning Case Study
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Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Client Life Events
Government Benefits Guide
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An easy-to-follow roadmap to government benefits for special needs planning and tips on how to incorporate those benefits into your strategy.