As we head into the final weeks of 2014, are you and your clients prepared for the capital gain distributions that many mutual funds may pay out before year-end?
The focus on the short-term impact of a rate rise is causing anxiety for many bond investors. But it ignores the potential benefits of higher rates to long-term bond investors.
What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How does your business compare to your peers? Calculate your Advisor Health Index | How have asset classes performed recently? Explore the Asset Class Dashboard
Let’s face it: Commodities are out of favor. It is times like this when investors might begin to reconsider why they hold a commodity allocation at all.
October 2014 was a good reminder of the challenges of trying to perfectly anticipate market sell-offs and rebounds.
Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.
U.S. investors reviewing market performance at the end of third quarter 2014 may be tempted to conclude that investing outside the U.S. is futile. A longer-term perspective can help dispel that myth.
Assess the health of the U.S. economy with the latest Economic Indicators Dashboard update and a special look at inflation expectations.