For Financial Professionals in the US

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job

Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job

Three steps to help those who have recently started new careers stay on track to their long-term financial goals.

Marching to a Million: How to Navigate the Post-COVID Job Market

Marching to a Million: How to Navigate the Post-COVID Job Market

Advice for young adults who may find their career prospects dimmed in today’s challenging job market.

How Trump’s Second-Term Tax Ideas Could Impact Investors

How Trump’s Second-Term Tax Ideas Could Impact Investors

The Trump administration has proposed several tax policy ideas that have important implications on how to plan for the future.

What “Equalizing” Retirement Contributions Could Mean for Investors

What “Equalizing” Retirement Contributions Could Mean for Investors

A deeper look into the Joe Biden tax plan with a synopsis of the plan’s proposal to equalize tax treatment for retirement plan contributions.

Why Your Financial Plan Should Be Apolitical

Why Your Financial Plan Should Be Apolitical

Financial markets will have ups and downs regardless of who wins the election this November.

Dollar-Cost Averaging: A Formula for Consistent Investing

Dollar-Cost Averaging: A Formula for Consistent Investing

For younger investors who don’t have large sums of money to invest, dollar-cost averaging can be a useful approach for consistent long-term investing.

Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications

Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications

A discussion of our recent survey exploring diversification in defined contribution plans.

Income Share Agreements: Educational Investments in Students’ Human Capital

Income Share Agreements: Educational Investments in Students’ Human Capital

Outlining the pros and cons of ISAs, a new alternative to traditional student loans.

Are Your Student Loans Forgivable?

Are Your Student Loans Forgivable?

Guidance on how to navigate the student loan debt forgiveness process through the Public Service Loan Forgiveness (PSLF) program.

IRS Provides Relief to All Who Have Taken RMDs in 2020

IRS Provides Relief to All Who Have Taken RMDs in 2020

An update on how IRS Notice 2020-15 impacts clients who already took RMDs in 2020 – before the CARES Act dictated that they didn’t have to.

Plan Sponsors: Are You Listening to Participants?

Plan Sponsors: Are You Listening to Participants?

For retirement plan sponsors, listening to participants to understand their needs is more important than ever during these challenging times.

Plan Talk: The Obligatory SECURE Act Podcast

Plan Talk: The Obligatory SECURE Act Podcast

Our latest Plan Talk episode covers some key provisions of the SECURE Act that could impact the retirement plan landscape.