Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Delayed not Derailed
In our outlook for 2020, we postulated a pro-growth, pro-cyclical stance was warranted, given the underlying strength of the U.S. economy and the burgeoning signs of a rebound in growth abroad that would provide a favorable setting for risk assets.
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Opportunity on the Horizon
Analyst Greg Drahuschak explains that despite recent market turmoil, the equity market is at a level that offers significant opportunities.
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Stressed Out
Numerous press headlines compared the infamous October 19, 1987, market crash with the March 12, 2020, drop of 2,352.60 in the Dow Jones Industrial Average (9.99%) and the 9.51% drop in the S&P 500. The stories were factually accurate by pointing out that the March 12 drop was the largest since “Black Monday” 1987, but they largely failed to consider what happened afterwards.
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What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Investing in Water
We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
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