Advisor-only Webcast | Navigate late-cycle market uncertainty | September 18, 2019 | 1:15pm ET

Upcoming Webcast | Updates on closed-end funds (September 17) and tax-exempt closed-end funds (September 25)

Capital Markets Outlook  |  Q3 2019

Caution with a chance of bearishness

Caution with a chance of bearishness

We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.

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Fixed Income Outlook  |  Equity Outlook

Headlines you need to know this week   —   September 10, 2019

How advisors can help stop elder fraud
States are tackling elder financial fraud with legislation, according to a report. New Hampshire recently passed a bill to allow investment advisors to delay disbursements from accounts if they believe the action represents financial fraud. A 2016 study found that financial fraud costs seniors between $352 million and $1.5 billion each year. To date, 23 states have passed similar legislation.
Investors seek guidance on health savings accounts
According to a recent study, there are more than 26 million health savings accounts (HSAs), with a total of $61.7 billion in assets. Compared with a year ago, the number of accounts increased 12% and assets grew 20%. Account holders are increasingly focused on the ability to invest their contributions. As of June 30, 2019, 22% of all HSA assets were invested.
Investor optimism picks up
In a recent AAII sentiment survey, investor optimism rose 2.5 percentage points to 28.6%, while bearish sentiment fell 2.7 percentage points to 39.5%. The survey defines optimism as a belief that stock prices will rise over six months, compared with a bearish view that stock prices will fall.

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