Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.
Despite the large divergence in stock performace year-to-date, we have a balanced view between growth and value stocks.
Now could be the time to reassess your plan's capital preservation options and consider stable value.
Valuation gaps appear extreme, and we are seeing opportunities in stocks that have been left behind in the momentum-driven rally.
U.S. equities have rebounded sharply from the lows reached in March, while, at the same time, the economy has declined meaningfully.
Our portfolios include "deferred growth" companies that we believe will perform well when global economies more fully reopen.