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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Portfolio Construction Insights
Core Portfolio Construction
This piece is approved to use with clients.
What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Investing Ideas
What is a Stock Worth?
This piece is approved to use with clients.
Implications for Equity Investing at Historic Valuations
Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Policy and Regulatory Commentary
With More Stimulus on the Horizon, Fed Expects a Strong Recovery in 2021
This piece is approved to use with clients.
The Federal Reserve in March raised its forecasts for GDP growth, inflation and employment, based on the $1.9 trillion in new stimulus signed into law and an accelerated vaccine rollout.
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.