MOST VIEWED FUNDS FROM LAST WEEK
- Growth Opportunities Fund
- Global Technology Fund
- Ultra Short Duration Income Fund
- Small Cap Growth Fund
- Equity Income Fund
- Short Duration Bond Fund
- Income Fund
The U.S. and global economic recoveries are unlikely to be “V-shaped” as businesses and consumers remain wary of returning to pre-pandemic behavior.
July 30, 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
The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.
July 20, 2020
Headlines you need to know this week — August 11, 2020
Trade groups call for clarity on taxes and PPP loans A coalition of more than 100 trade groups is seeking clarity on the tax treatment of loan forgiveness in the Paycheck Protection Program. The group asked congressional leadership to ensure that businesses can use business expenses to offset loan forgiveness. Without this clarification, the coalition stated that businesses may have to pay some $100 billion in taxes.
Pandemic stress varies with age Older adults note they are coping better with the pandemic than younger adults, according to new research. The study found that 61% of workers said the pandemic has not had an impact on their retirement date. Older individuals said they have less financial disruption than younger workers. Across age groups, 39% in the Silent Generation and 33% of Baby Boomers are coping well with the impacts of the pandemic, compared with 26% of Millennials and 21% of Generation Zers.
Hundreds comment on ESG proposal More than 1,500 comments were submitted to the Department of Labor in response to its proposed rule governing ESG (environmental, social, and governance) investments in retirement accounts. The DOL is seeking to clarify the role of the fiduciary as it relates to ESG investments in retirement plans. The public comment period ended last week.
ON TWITTER NOW
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed