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U.S. earnings dropping positive hints despite COVID-19 challenges

Jan 22, 2021 |Kelly Bogdanova

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.

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More income ahead for fixed income markets?

Jan 14, 2021 |Thomas Garretson, CFA

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

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Brexit: What can investors expect going forward?

Jan 08, 2021 |Frédérique Carrier

The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.

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Why is the U.S. stock market at ease during this time of chaos?

Jan 07, 2021 |Kelly Bogdanova

The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?

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Accommodative Fed policy will be a way of life for the economy and markets

Dec 18, 2020 |Atul Bhatia, CFA

As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.

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Emerging markets beyond COVID-19: A ripe climate for investors

Dec 11, 2020 |Frédérique Carrier

COVID-19 vaccines and a weak dollar solidify our positive view of emerging market equities, and undemanding valuations further burnish their appeal.

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Audio commentary: Global Insight 2021 Outlook

Dec 09, 2020 |Mark Bayko & Jim Allworth

Mark Bayko and Jim Allworth, members of the Global Portfolio Advisory Committee, discuss the Global Insight 2021 Outlook.

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The road ahead for investors

Dec 04, 2020 |Kelly Bogdanova, Frédérique Carrier, and Jim Allworth

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

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What are the consequences of the growing government debt dilemma?

Dec 02, 2020 |Kelly Bogdanova, and Frédérique Carrier

Governments are awash in debt, with no signs borrowing will let up anytime soon. Is this sustainable? What are the risks for economies and taxpayers?

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Adapting fixed income investment strategies in an ultralow rate world

Dec 02, 2020 |Christopher Girdler, CFA and Mikhial Pasic, CFA

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

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Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

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