MOST VIEWED FUNDS FROM LAST WEEK
- Growth Opportunities Fund
- Ultra Short Duration Income Fund
- Global Technology Fund
- Equity Income Fund
- Income Fund
- Short Duration Bond Fund
- George Putnam Balanced Fund
Prime Minister Shinzo Abe's resignation raises questions about the future of Abenomics and reform in Japan.
September 24, 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 | Q3 2020
Stocks are on their feet again, but not ready to run
Despite progress on the virus, we think the markets may stay unsettled and we favor reducing overall risk.More »
Fixed Income Outlook | Equity Outlook
Advisor Tech Tips
Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.
September 4, 2020
Headlines you need to know this week — September 21, 2020
Engage investors with personal posts Financial professionals seeking to engage more with clients are increasing their use of social media. Automating content delivery can help. But a recent article noted that the majority of content shared in the wealth management industry focuses on corporate marketing or products. Several studies indicate that personal interest posts are the most popular and shared more often. Topics that include philanthropy and culture tend to be shared more, the article stated.
Investors more optimistic about the market In a recent survey, more investors reported an optimistic view of the stock market. The AAII Investor Sentiment Survey found that bullish sentiment — that stock prices would likely rise in the next six months — increased by 8.3 percentage points. The survey also found that bearish sentiment, reflecting a view that stock prices will likely fall, declined by 8.1 percentage points.
Senior League anticipates Social Security COLA for 2021 The Senior Citizens League is projecting a 1.3% cost-of-living increase for Social Security benefits in 2021. The Social Security Administration is expected to make an official announcement in a few weeks. The League made its calculation based on consumer price data through August 2020. The organization noted that a 1.3% increase would be the second lowest in the program’s history and would raise the average benefit ($1,517) by $19.70.
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