Sign On

During this time of uncertainty, market volatility and unprecedented policy change, it’s important that you base your decisions on accurate data. To help you make informed decisions to support your goals, we’re bringing the latest insights from our top investment and financial planning experts right here.

Economic & Market Research

Your Daily Investment Brief

The global spread of COVID-19 has caused significant market movements and uncertainty among investors.

Your daily investment brief houses our experts' latest analysis and strategies for navigating the turbulence created by the outbreak—keeping you updated on our thinking and how these changes might impact your portfolio.

June 2020
Coronavirus

Qualified Charitable Distributions Under the New Law

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) waives required minimum distributions (RMDs) from IRAs and retirement plans for the 2020 tax year. As a result, some clients are wondering if they should use IRA assets via qualified charitable distributions (QCDs) to satisfy their charitable intentions this year.

May 2020
Economic & Market Research

Key Questions: Will US Interest Rates Fall Below Zero?

In the past two months, the US Federal Reserve (Fed) has unveiled a veritable alphabet soup of programs designed to support the economy. These measures include outright bond purchases as well as credit facilities to support both the municipal and corporate credit markets.

May 2020
Economic & Market Research

Key Questions: How Do We Come Together When Told to Remain Apart?

After many weeks of closures and stay-in-place orders, cities, states, and countries are reopening. The rate at which this is occurring is uneven. The outcomes are uncertain, prompting angst on two sides. In one camp, there are "the restarters" (those who assert that the cost incurred by keeping the economy closed is too high), and in the other, there are the "quarantiners" (who believe that the health risks outweigh the economic ones).

May 2020
Economic & Market Research

Key Questions: Will Outperformance in ESG Investing Last?

ESG investing is not a fad. Sustainability of the approach is strong and good performance should continue. Embracing its benefits to portfolios and society overall, positions you well within our new world.

May 2020
Economic & Market Research

Key Questions: Are Municipal Bond Investors Justly Concerned?

With all of the stress on municipalities caused by COVID-19, it’s important to remember not all are created equal. Some municipalities will manage the crisis well, while others will struggle.

May 2020
Economic & Market Research

Key Questions: What Can the NFL Draft Teach Us about the Coronavirus?

Despite the rise of streaming services and boundless libraries of content, I don’t watch a lot of TV. It’s not intentional; I just don’t find many of the options available to be super-captivating.

April 2020
Economic & Market Research

Key Questions: Is it Safe to Re-Open the Economy?

The Federal Reserve’s (Fed) monetary policy actions and the additional fiscal stimulus measures passed by Congress were much-needed steps to address the economic fallout resulting from social-distancing measures to limit the spread of COVID-19.

April 2020
Economic & Market Research

Key Questions: Is This 1929 All Over Again?

While the outlook is extremely and unusually uncertain, policymakers are responding aggressively, increasing the odds of recovery as opposed to a more severe and long-lasting decline.

April 2020
Wealth Management

Estate Planning Strategies in a Low-Rate Environment

With our new surreal reality of closures and social distancing, this is a good opportunity to create or review estate planning documents to ensure they are current and accurately reflect your goals and objectives.

April 2020
Wealth Management

Navigating Market Volatility and Tax-Loss Harvesting

The global coronavirus outbreak has caused record-setting market volatility. But that volatility could allow investors to reduce their tax liabilities.

April 2020
Tax Planning

Legislative Update: The CARES Act of 2020

The CARES Act is the most substantial federal legislation to pass in response to the coronavirus pandemic. It contains several notable changes that impact individual financial plans, which are outlined here.

April 2020