Despite a tough start to the year and some unexpected, market-moving events throughout the year, all major asset classes remarkably finished 2016 in positive territory
As the DOL fiduciary rule’s April 2017 implementation deadline looms (recent attempts to delay it notwithstanding), make sure you’re prioritizing your time and energy appropriately.
Municipal bonds may help taxable portfolios weather potentially volatile markets in 2017 as capital markets adjust to the new Administration’s policies and approaches.
Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.
Although it’s likely that there will be some form of tax cuts in 2017, the main take away for investors is: Taxes are not going to 0%. Tax-aware investment strategies should still be an important part of investor portfolios.
Trump’s victory, rising economic populism on both sides of the Atlantic and poor recent performance of European markets notwithstanding, we believe fundamentals suggest better prospects ahead for non-U.S. equities.
History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.