New York leaders are confident about the state's economic recovery.
February 24, 2021
Wealth Management Ideas
Wealth management professionals offer a tax outlook and discuss tax smart strategies under the Biden era.
February 23, 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
Headlines you need to know this week — February 23, 2021
DOL fiduciary rule takes effect The Department of Labor’s fiduciary rule took effect last week. According to a report, the DOL is expected to issue additional guidance around the rule in the coming days for retirement investors, benefit plans, and advisors.
Investments in sustainable funds doubled in 2020: Report Assets in investments that focus on environmental, social, and governance (ESG) issues doubled in 2020, according to a recent report. ESG funds took in $51.5 billion in net new money, up from $21 billion in 2019. In addition, ESG investments accounted for approximately one quarter of all the assets that went into U.S. stock and bond funds last year, the report found.
Gen X and Millennials diverge on finance While the Gen X and Millennial generations may have some characteristics in common, there are differences when managing money, according to a recent article. Gen Xers may be more focused on traditional saving. This generation tends to take a buy-and-hold approach, while Millennials are more active traders. While Millennials (48% in a separate survey) want to retire early, some may struggle with financial concepts such as budgeting, diversification, and saving for retirement.
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