The Prospect for Higher Taxes Under the American Families Plan | Janus Henderson
Key highlights from the Plan and how it could potentially increase taxes.
6 Things to Watch as the Global Recovery Ramps Up | Natixis
Global economies are improving, thanks to effective vaccines and ongoing fiscal stimulus programs.
Three Strategies for Building Inflation-Resilient Portfolios | Cohen & Steers
xtraordinary policy measures may be tilting inflation risks to the upside, reinforcing the need for diversifying assets.
Investing for Outcomes
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Saving for Your First House | Nationwide
Developing a plan a year or more before you’d like to move can help you buy a home with confidence.
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Getting the Most Out of Asset Allocation | Columbia Threadneedle
Making portfolio allocation decisions based on risk can boost investors’ likelihood of reaching their goals.
Product Type Overviews
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Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations | Natixis
Cryptocurrency technology, performance, use cases and portfolio fit.
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Gold Due Diligence Checklist | Aberdeen Standard
Choosing a physically backed gold exchange-traded product (ETP).
Understanding Market Cycles
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Consumers Expect an Inflation Spike: Economists? Not So Much | FS Investments
Consumers’ inflation expectations are about double economists’.
ESG
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How 3 Letters May Help Make a Positive Impact to Your Investment Portfolio | Nuveen
Environmental Social and Governance (ESG) criteria may help position your portfolio for tomorrow’s economy.
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The Growing Importance of ESG Investment Management | Thrivent
As the world grapples with major social, economic and political issues, ESG has become the ubiquitous acronym to address these challenges.
PRACTICE MANAGEMENT
50+ Insights on How to Successfully Manage Your Business
Diversity & Inclusion
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A look inside the changing lives of LGBTQ investors.
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The Importance of Authenticity | Janus Henderson
How financial professionals can establish rapport and trust with clients by conveying authenticity.
Resources & Tools
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Benefits of Alternatives | FS Investments
Alternatives include a spectrum of assets and strategies, each designed to target different benefits.
Retirement Conversations
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A New Way to Calculate Retirement Health Care Costs | T. Rowe Price
Separating premiums and out-of-pocket costs makes it easier to plan for expenses.
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Thinking of Moving in Retirement? | Fidelity
Financial planning can help you compare the pros and cons of moving to a lower cost region.
Wealth Transfer
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Four Financial Moves for Empty Nesters | John Hancock
In the transition to this next phase, it’s a good idea to reevaluate finances and consider some money moves for retirement.
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Tapping the Family Tree: Are You Ready for the Great American Wealth Transfer? | Thrivent
In the years ahead, we will likely see the greatest transfer of wealth in history.