U.S. equity markets (represented by the S&P 500® Index) ended 2015 essentially flat, causing some investors to question the utility of being – and staying – invested. Some exhibits and stats can help combat that sentiment.
Help your clients conduct the necessary due diligence on their income-focused funds to guard against inappropriate risk-taking.
In the latest Financial Professional Outlook, many advisors say yield-focused investment strategies are a good option for clients, but their reasoning raises some questions.
Leverage the latest Investor newsletter to help clients look past dubious market patterns and instead stick to their long-term investment plan.
The Fed’s 2016 interest rate policy will likely be watched by many investors. Track these three indicators to get a sense of what the Fed is watching.
The Fed’s decision to raise interest rates may be overall positive for investors looking to retire.
As you embark on your 2016 annual planning process, focus on strategies that drive toward sustainability and risk management. This approach isn’t necessarily new – but proposed DOL legislation is likely to make it essential.