The U.S. labor market continues to lose steam as fewer Americans were able to find work amid surging Covid-19 cases.
December 15, 2020
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 »
Equity Outlook | Fixed Income Outlook
Advisor Tech Tips
The pandemic has created unforeseen and unimaginable challenges in 2020. As we anticipate the availability of vaccines and a "return to normal," how will the advisor-client relationship shift in the upcoming years?
December 14, 2020
Headlines you need to know this week — January 12, 2021
Technology is key to business growth As working remote is becoming the new normal, many financial professionals are seeking ways to optimize technology to grow their businesses. A recent survey found the pandemic drove increased demand for financial advice in 2020. More than half of respondents (52%) said they realized they needed help managing their finances due to the pandemic. Almost half reported relying on their financial advisor more than ever, and 25% engaged an advisor for the first time. In a separate survey, 40% of advisors said virtual meeting apps, such as Skype or Zoom, are important to continue serving clients remotely.
Investors monitoring the SALT tax cap Investors are monitoring potential action to repeal the cap on SALT (state and local taxes) deductions, according to a recent commentary. The cap was instituted by the Tax Cuts and Jobs Act (TCJA) of 2017. With the recent election, Democratic leaders will have control of the Senate. In the past, several Democrat leaders have said they would make repealing the SALT cap a priority. Prior to the TCJA, taxpayers could use unlimited SALT deductions when itemizing returns.
Investors working with advisors are optimistic A recent survey found that investor optimism has improved since the pandemic began. An online survey of more than 1,000 investors in November found that 82% of respondents who had met with an advisor in the last six months were more confident about their investments, compared with 56% who did not meet with an advisor. In addition, 80% of respondents who met with an advisor believed that they were on track to meet their financial goals.
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