It has been six weeks since the Federal Reserve (Fed) commenced its easing campaign with a 50-basis point (bps) “jumbo” cut to interest rates. Next week, an additional 25 bps cut is widely anticipated at the November 6-7 Federal Open Market Committee meeting. While shorter bonds have largely performed as expected in this environment, longer maturities across major fixed income indices have seen yields spike higher […]
Heading into a potential year two of a 20%+ bull market, trends that may support future positive performance include supportive monetary policy from the Fed, positive corporate earnings surprises, low inflation and ongoing strong economic growth. Performance of asset classes during past rate cutting cycles are […]
Opportunities to minimize taxes and maximize investment returns should be top of mind for investors and their advisors. Mindful tax planning involves a variety of strategies; approaches that utilize a metric known as tax alpha can aid investors and their advisors through practices such as capital gains budgeting, which can mitigate the surprise of an unexpected tax bill […]
Opportunities to minimize taxes and maximize investment returns should be top of mind for investors and their advisors. Mindful tax planning involves a variety of strategies; approaches that utilize a metric known as tax alpha can aid investors and their advisors through practices such as capital gains budgeting, which can mitigate the surprise of an unexpected tax bill […]
Despite key uncertainties, markets demonstrated strong performance in the S&P 500 during the first three quarters of the year. Other asset classes joined in with positive performance, including small companies, international markets and real estate. Investors are confronting uncertainties that include geopolitical turmoil in the Middle East, a strong than expected labor market and the upcoming presidential election […]
As we enter a new Federal Reserve rate cut cycle, historical trends reveal that fixed income tends to perform well over the duration of the rate cycle, with the exception of short-term securities and cash. The timing of fixed income investing in a rate cycle is less important than the allocation itself […]
Now that the Fed has lowered rates, positive market conditions may follow, based on past rate lowering cycles. In these cycles, investors and their advisors are likely to benefit through good conditions for stocks, bonds and diversified portfolios […]
In a universe where asset classes that were once uncorrelated are now showing great correlation, investors and their advisors can leverage alternatives to potentially achieve diversification objectives. Alternatives come in many sizes and flavors […]
Hovering over the market’s outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week’s Dynamic Market Update, you’ll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk […]
Hovering over the market’s outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week’s Dynamic Market Update, you’ll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk […]
