2021 Mid-Year Outlook
Economic momentum underpins positive global equity returns causing gyrations in interest rates, hampering fixed income returns.
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Economic activity accelerates heading into spring
March was another strong month for risk assets, especially in the U.S. as vaccine manufacturing and distribution ramped up.
White House looking to hike long-term capital gains rate
An increase in long-term capital gains rates may be cause to re-evaluate your portfolio, but our analysis suggests the market may not care.
Optimism abounds
While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.
Understanding revenue sharing
Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.
Cybersecurity issues for plan sponsors
The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.