Uncategorized

of 3
article image

Q&A: Stop chasing spectacular returns. Go for consistency.

Our Blog Jul 17, 2017 Colin Moore, Global Chief Investment Officer

Where are the investment opportunities and risks in today’s market, and why might investors value a consistent approach to investing now more than ever?

article image

Consistency may cure investors’ bad habits

Videos Jul 06, 2017 Colin Moore, Global Chief Investment Officer

Colin Moore explains how a portfolio with more consistent returns may help investors avoid emotion-driven mistakes like buying high and selling low.

article image

Maximizing married life: 4 Social Security strategies for couples

Our Blog Jun 19, 2017 Abram Claude, Vice President, Learning Center

Statistically, baby boomer women will outlive their husbands, and yet boomer men generally have higher Social Security benefits. A strategy that considers both spouses can maximize a couple’s benefits and set them up for the future.

article image

Market uncertainty in the Trump era

Videos May 26, 2017 Melda Mergen, Managing Director, Head of Equities

After the election of Donald Trump, the market rapidly priced in expected policy changes. But given ongoing uncertainty, we suggest a more cautious, balanced approach with portfolios.

article image

Health care reform could affect muni bonds

Our Blog May 18, 2017 James Dearborn, Head of Municipal Bond Investments and Senior Portfolio Manager

How might proposed health care reform affect municipal bond credit quality? James Dearborn explains.

of 3