Senior Portfolio Manager, Emerging Markets, Gustavo Galindo offers his insights on the real risks and potential rewards of frontier markets.
The adage “Keep calm and carry on” has become ubiquitous, but recent market volatility proves the sentiment can be useful for investors, too.
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Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.
Continued strength in the job market, along with growing GDP over the last few months, are encouraging signs for the U.S. economy.
Advisors can add even more value when looking beyond investments to tax aware planning.
An increasingly important topic for investors is how to invest for income. Unfortunately, there are common misconceptions when it comes to investing for income that can put investors’ financial goals at risk.
July was generally positive across the board for broad asset classes, save for commodities and emerging markets. A balanced portfolio still shows positive returns for the month, YTD and 12 months ending July 31, 2015.