MOST VIEWED FUNDS FROM LAST WEEK
- Ultra Short Duration Income Fund
- Income Fund
- Growth Opportunities Fund
- Equity Income Fund
- Diversified Income Trust
- Short Duration Bond Fund
- George Putnam Balanced Fund
In these days of significant market volatility, investors are looking for a framework.
March 25, 2020
Wealth Management Ideas
The Senate passed the CARES Act which provides emergency assistance for individuals, families, and businesses affected by the COVID-19 pandemic.
March 26, 2020
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 2020
Risks have eased, but so has growth
We favor reducing risk as we look for proof that earnings can support asset valuations.More »
Fixed Income Outlook | Equity Outlook
Headlines you need to know this week — March 24, 2020
IRS extends deadline for tax payments The Internal Revenue Service extended the payment deadline for individuals and corporations with a tax obligation this year. In guidance released last week, individuals may defer up to $1 million and corporations can defer up to $10 million for 90 days beyond the April 15 tax deadline.
Investors prefer human advisors Investors prefer human advisors over robo-advice, a report found. In this time of social-distancing, advisors are connecting with investors and relying more on phone, email, or other technology. The survey found that 44% of investors seek advice from a human advisor and 15% use a robo-advisor. More than half (51%) of those polled said they feel “very confident” about their investments when working with a human advisor, compared with 34% of those using robo-advice.
Advisors are fielding tough questions In light of significant market volatility, it’s not surprising that advisors are being inundated with questions about what to do with investments. In addition, the COVID-19 pandemic and its impact on markets may be more challenging than other market downturns in history. A recent article featured several advisors who were surveyed about how they are handling tough questions.
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