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Fixed Income Insights
Portfolio makeover: Are there hidden risks in your bonds?
To help you spot hidden risks in your bond allocations, this portfolio makeover tackles three common fixed income issues and serves as a case study for ways to add stability to your portfolios.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Fixed Income Insights
6 ways to use munis under the new tax law
Tax reform removed several major deductions, leaving munis as one of the best remaining tax-advantaged vehicles. Learn how to make the most of them.
Retirement
What volatility means for retirement plan participants
This piece is approved to use with clients.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Behavioral Finance
The Bid: Can money make you happier?
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
Retirement
5 questions about securities lending in DC
Today, with new regulations and greater transparency since the financial crisis, securities lending activity has reached its highest level in a decade with more than $19 trillion in assets available for lending globally.
Behavioral Finance
Correction or bear? 6 charts that explain market declines
This piece is approved to use with clients.
How often do market corrections turn into entrenched bear markets? Not very often. In fact there have already been six market corrections since the current bull market started in 2009.
Behavioral Finance
Market timing can contribute to investor mistakes
This piece is approved to use with clients.
Concerned about volatility in your equity portfolio? Trying to time the markets probably isn’t the answer. Data from Morningstar shows that, on average, investor returns lag fund returns.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
Retirement
Retirement saving: Save more or take more risk?
Defined contribution plan sponsors need to help their participants manage two significant challenges: building an appropriate asset allocation and ensuring sufficient savings.