New York leaders are confident about the state's economic recovery.
February 24, 2021
2019 rankings in Barron's Top Fund Families
(published February 2020)
#8 out of 55
#26 out of 52
#8 out of 45
Refinitiv Lipper fund awards
Best Fund over 3 years and 5 years (Mixed-Asset Target Allocation Moderate Funds category)
Best Fund over 3 years (Core Bonds Funds category)
Capital Markets Outlook | Q1 2021
The market’s potential sugar high
Amid a likely tug-of-war between positive and negative economic news, we favor investing with a flexible approach.More »
Fixed Income Outlook | Equity Outlook
Advisor Tech Tips
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March 1, 2021
Headlines you need to know this week — March 2, 2021
Women report impact of pandemic on savings In a survey of women with $100,000 or more in investible assets, 72% said the pandemic has had a negative impact on their retirement savings. In addition, losses from the pandemic were their top financial concern. Additional concerns included asset protection, health-care costs, and longevity risk. A separate study found that women are more likely to have been furloughed or laid off during the crisis.
DOL nominee said to focus on ESG rules Secretary of Labor nominee Marty Walsh said that, if confirmed, he will ask for a review of rules passed in the last administration that impact environmental, social, and governance (ESG) investing in retirement accounts. According to the report, Walsh said he would direct the Employee Benefits Security Administration to review rules involving ESG investing. The rules were passed late in 2020.
Many workers optimistic about their finances Most workers are optimistic that their financial situations will improve in the future, according to a recent survey. Among more than 1,500 respondents, 58% said they were confident. Responses varied with age. Less than half (44%) of Baby Boomers think their finances will improve, while 69% of younger workers were the most optimistic.
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