Tax Season 2020

TAX CENTER

Learn more and get 2021 tax resources, including information about capital gains for 2021, year-end tax estimates, tax rates for 2021, and more.

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Slowing economic growth and fixed income performance

Active Insights

Slowing economic growth and fixed income performance

As a follow up to the piece we published in July that focused on decelerating economic growth and equity returns, we thought it made sense to look at how some fixed income sectors fared during the same periods. We researched this concept to better understand the historical relationship between an economic slowdown, credit spreads, and total returns.

Fall open enrollment offers opportunity to change Medicare plans

Wealth Management Ideas

Fall open enrollment offers opportunity to change Medicare plans

Each year, Medicare holds an open enrollment period that allows participants to sign up or make changes to existing coverage.

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Capital Markets Outlook  |  Q3 2022

After the fall

After the fall

With the S&P 500 in a bear market, the Fed’s aggressive hikes may be too late to tame inflation and too aggressive for a soft landing.

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Fixed Income Outlook  |  Equity Insights

Advisor Tech Tips

For Gen Z, tech is money

For Gen Z, tech is money

For advisors, connecting with Gen Z presents a unique challenge and opportunity.

Headlines you need to know this week   —   September 27, 2022

Trends shaping advice industry
Trends in retirement, taxes, and technology are shaping the advice industry, according to a recent article. Planning for retirement has changed significantly over time as people are living longer or using their retirement years to start a new business or venture. Taxes are also transforming planning. Minimizing taxes in retirement has become top of mind for savers seeking financial advice. Technology is helping the advice industry become more personalized and efficient.
Getting married? Find a financial advisor
Planning a wedding involves finding the hall, a caterer, and a DJ, but what about a financial advisor? A 2013 survey of 191 certified divorce financial analyst professionals noted that 22% of married couples end up getting a divorce due to money issues. The survey also found that incompatibility and infidelity are still leading causes of divorce. But money issues are often in the background. The article noted an advisor can help couples set up a budget, save for goals, plan for risks, and create a financial plan.
Millennials, Gen Z, and saving
A recent study found millennials and Gen Zers are falling behind in saving for retirement, largely due to soaring inflation and student debt. The poll of more than 23,000 adults found nearly 50% were living paycheck to paycheck. Respondents also cited inflation as the biggest concern. A separate study found that today’s millennials, in the 28 to 38 age group, had built up less wealth than previous generations by the same age.

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