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      article by Invesco
      This piece is approved to use with clients.

      Weekly Market Compass: I believe a robust, inclusive economic recovery is in the cards

      Jan 05, 2021
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Three investing lessons from 2020

      Jan 04, 2021
      video by Northern Trust Asset Management

      The Risk Report: Analysis Reveals 6 Common Drivers of Unexpected Results

      Jan 26, 2021
      article by Northern Trust Asset Management

      2021 Outlook and Forecasts Across the Investment Portfolio

      Jan 26, 2021
      video by Northern Trust Asset Management

      MarketScape: Europe - Two Steps Forward, One Step Back

      Jan 26, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Bond markets finished the year with a strong tone

      Jan 26, 2021
      a bustling highway late at night.
      report by Envestnet | PMC

      PMC Weekly Market Brief - January 25, 2021

      Jan 25, 2021
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Stocks Fall as Stimulus Plan Proposed, Investors Looking for Resilient Earnings

      Jan 26, 2021
      article by SSGA
      This piece is approved to use with clients.

      Uncommon Sense - Glimpse: A Sneak Peek at 2022’s Market Outlook

      Jan 20, 2021
      article by SSGA
      This piece is approved to use with clients.

      Charting the Market: A Boom/Bust Year for Active Management

      Jan 20, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Lofty expectations lead to equity-market losses

      Jan 19, 2021
      article by AAM
      This piece is approved to use with clients.

      AAM Viewpoints: Equity market side effects of the covid-19 vaccine

      Jan 19, 2021
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      Tax Management

      2021 Tax Facts Quick Reference Brochure

      report by Nuveen
      This piece is approved to use with clients.

      This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.

      Jan 07, 2021
      Tax Management

      2021 Financial Planning Limits and Tax Rate Schedules

      report by Janus Henderson Investors
      This piece is approved to use with clients.

      Addressing the complexities of financial planning can be difficult.

      Jan 06, 2021
      Goals/Needs-Based Investing

      Webinar: Lessons Learned from Pandemics, Elections and Murder Hornets: 2021 Essentials of Wealth Planning

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Join this webinar on January 14th for a comprehensive update on the key events and trends that could impact your most valued clients in the year ahead, including a debrief on the 2020 election, a regulatory and legislative update, and an in-depth discussion of goals-based investing.

      Jan 06, 2021
      Retirement

      Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

      audio by Janus Henderson Investors
      This piece is approved to use with clients.

      Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this episode of Plan Talk, Retirement Director Ben Rizzuto explains research-based techniques that can be used to help ensure people more fully consider their options and make better decisions regarding when to claim this important earned benefit.

      Dec 14, 2020
      Goals/Needs-Based Investing

      Unlocking your vision for success

      article by BMO Global Asset Management

      Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.

      Dec 10, 2020
      Retirement

      Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      As employment in the U.S. begins to recover following the devastating job losses incurred during the first few months of the pandemic, some younger adults are now seeing their job searches bear fruit. In the second of a two-part series, Retirement Director Ben Rizzuto outlines three steps to help those who have recently started new careers stay on track to their long-term financial goals.

      Dec 01, 2020
      Retirement

      Marching to a Million: How to Navigate the Post-COVID Job Market

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      While the U.S. job market is slowly recovering from the soaring unemployment rates seen in April and May, it remains an exceptionally challenging environment – particularly for young adults who were preparing to enter the workforce just as COVID hit. In the first of a two-part blog post, Retirement Director Ben Rizzuto offers actionable strategies for young adults who may find their career prospects dimmed in today’s job market.

      Dec 01, 2020
      Goals/Needs-Based Investing

      Market Timing Whiplash

      article by Swan Global Investments
      This piece is approved to use with clients.

      When Market Experts Disagree

      Nov 03, 2020
      Goals/Needs-Based Investing

      Stepping Forward in Confidence

      article by Swan Global Investments
      This piece is approved to use with clients.

      Investing through Market and Political Uncertainty

      Nov 03, 2020
      a wind turbine field on a cloudy day.
      Goals/Needs-Based Investing

      Sustainable Investing: The New Normal?

      video by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Think of it as investing with a conscience. In these exceptional times, investors are grappling with how they can reach their goals without compromising their values. Portfolio Manager Paul Arnold discusses how sustainable investing aims to generate competitive long-term financial returns as well as positive societal impact.

      Aug 31, 2020
      Retirement

      Retirement income planning in the “new normal”

      audio by BMO Global Asset Management
      This piece is approved to use with clients.

      Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?

      In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.

      Aug 13, 2020
      Retirement

      Lump Sum Payouts from Pension Plans

      video by BMO Global Asset Management
      This piece is approved to use with clients.

      The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.

      Aug 06, 2020
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