MOST VIEWED FUNDS FROM LAST WEEK
- Ultra Short Duration Income Fund
- Income Fund
- Short Duration Bond Fund
- Diversified Income Trust
- Equity Income Fund
- Growth Opportunities Fund
- Dynamic Asset Allocation Balanced Fund
Fixed Income Outlook | Q3 2019
Bonds rally as the Fed signals possible rate cut
The global economy has cooled in 2019 as the fallout from the ongoing trade rifts, waning business confidence, and financial market volatility have kept the lid on expansion.More »
Capital Markets Outlook | Equity Outlook
Headlines you need to know this week — August 20, 2019
Clients worry about Social Security In a recent survey, 67% of advisors reported that older clients were “moderately worried” about future benefit reductions in Social Security. At the same time, 54% of advisors said they were not worried about cuts to the program. In addition, 84% of advisors said that a 20% cut in benefits would impact their clients’ lifestyles.
College grads want to be their own boss Recent college graduates are focused on entrepreneurship, according to the American Institute of CPAs. The study found that 70% of graduates said they want to be their own boss and 53% said they would likely start their own business someday. About a half a million individuals become entrepreneurs each month, the report stated. About 80% are still in business after the first year, half make it five years, and one third are still viable in 10 years.
Business building takes a new approach From organizing travel adventures to reaching out to the next generation, financial advisors are adopting new approaches to building their client bases, according to an article in Financial Planning. A study from the Center for Generational Kinetics found that 74% of adults prioritize experiences over products. Some advisors plan exclusive travel experiences or educational programs for their clients. Others are focusing more resources on technology to offer more services to clients.
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