Research & Insights

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

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Looking Beyond the Abyss
From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
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Government Responds to Coronavirus Crisis With Many New Rules
A brief summary of some of the major provisions of the CARES Act
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Understanding How the CARES Act May Impact Your IRA
What individuals with IRAs and other types of retirement plans should know about the CARES Act.
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April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
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Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
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Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
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Investment Themes for the Next Decade
This piece reviews the major secular investment trends that we believe will influence the economy and markets in the coming years.
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