Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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For Many Investors, Pandemic Fears Overshadow Portfolio Losses
Our survey found that many investors are more concerned about the impact of COVID-19 on their health and their families than losses in their portfolios.
How the CARES Act Impacts Retirement Plans
A summary of several retirement-related provisions included in the recently passed CARES Act stimulus package.
Plan Talk: New Fiduciary Allegations Arise Around Failure to Diversify and ESG Investing
In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses the implications of two recent fiduciary breach cases.
An Investor’s Guide to Surviving a Bear Market
Three steps investors can take today to navigate the current environment.
Millennials’ First Market Correction: Advice from an Ancient Philosopher
The teachings of an ancient philosopher may provide useful insights for today’s younger investors as they cope with market volatility.
A 401(k) Investment Committee’s Guide to the Coronavirus Correction
Three steps investment committees can take to help plan participants navigate the current market turmoil.
“Failure to Diversify” Allegation Raises Important Questions for Plan Sponsors
A recent legal case highlights the issue of equity funds being too highly correlated and fixed income options too limited within retirement plans.
Financial Infidelity: When Spouses Have an Extramarital Affair with their Wallets
How advisors can help clients navigate – or prevent – the growing problem of financial infidelity.
A Financial Professional’s Guide to the Coronavirus Correction
How advisors can help clients cope with market uncertainty through behavioral finance, strategic tax planning and a review of fixed income mandates.
What Retirement Plan Sponsors Should Know about the SECURE Act
The SECURE Act has important implications for retirement plan sponsors.
How the SECURE Act Could Impact Younger Investors
The SECURE Act introduced several changes that may have important implications for today’s younger investors.
Don’t Let Time Surprise You: Resolve to Plan in 2020
As we start the new year, commit to having those tough – but critical – conversations with family about finances and long-term planning.