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Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.
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
Leveraging Technology & Data
Secrets
This piece is approved to use with clients.
Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Leveraging Technology & Data
Protecting what’s yours
We’ve all seen security breaches covered in the news: Equifax – at a cost of nearly $243M, Uber – resulting in $148M in combined fines, and just last year, Facebook – at a potential cost of $1.63B.
Leveraging Technology & Data
How Artificial Intelligence (AI) Is Changing Advice and Wealth Management
With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.
Portfolio Construction Insights
Quarterly Market Update
This piece is approved to use with clients.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".