Blog

Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

In January, we published our 2019 Perspectives. As we enter the second half of the year, we believe Fed actions will play a significant role in the future direction of our aging U.S. economy. Here are our reviews and reflections on our earlier viewpoints.

By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your financial risk management strategy. You also need to manage risk within your account to help it stay on track.

In response to the financial crisis of 2008, the Federal Reserve (Fed) purchased over $4.2 trillion in bonds through a series of quantitative easing measures designed to push interest rates lower in an attempt to improve the environment for economic growth.