Advisor-only Webcast | Three market insights for mid-year decisions | June 12, 2019 | 1:15pm ET

Large-Cap Value Strategy

Value Equities Featured Image

Learn more

Capital Markets Outlook  |  Q2 2019

Rally losing steam, but risk signals remain muted

Rally losing steam, but risk signals remain muted

While the inverted yield curve has caused concern, we continue to see potential upside for risk assets.

More »

Fixed Income Outlook  |  Equity Outlook

Headlines you need to know this week   —   June 18, 2019

A 401(k) is the most important savings vehicle for many
A recent survey found that most savers (58%) said their 401(k) plan is their only or largest source of retirement savings. The majority of participants were not that engaged with their plan beyond the initial enrollment and had made few changes to their savings behavior. Less than half had changed their deferral rate in the past two years. More than half (51%) said they contribute 10% or less of income.
Savers may not understand the value of HSAs
Most advisors do not include health savings accounts (HSAs) as a long-term strategy in their clients’ accounts, according to a recent report. Among advisors surveyed, nearly 60% did not offer HSAs and only 26% discussed how these plans worked or their tax advantages. Still, HSAs continue to grow in popularity and total assets are projected to exceed $70 billion by 2020.
Graduates say they need more financial knowledge
Another reason to reach out to the next generation: financial literacy. A recent study found that more than half of high school and college graduates gave themselves a grade of “C” or lower in financial literacy. Only one in 10 of respondents said they deserved an “A.” The survey, which fielded questions about financial behavior and finance knowledge, included adults ages 18 to 24.

See what you missed last week

1 day ago Putnam Investments

1 day ago Putnam Investments

2 days ago Robert L. Reynolds

5 days ago Robert L. Reynolds

6 days ago Robert L. Reynolds

7 days ago Putnam Investments

8 days ago Putnam Investments

8 days ago Robert L. Reynolds

9 days ago Putnam Investments

11 days ago Robert L. Reynolds