Hitting 'Reset' On the US Recession Countdown: Morning Brief
First half of '23 will close Friday. When it does Wall Street's big prediction for '23 will officially be a bust, market did not fall no US recession.
Buckingham: Levers And Landmines In Annuity Deployment
(Buckingham) Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your clients' options when an annuity no longer serves them well?
AssetMark: What Advisors Need To Know About Faith
(AssetMark) Though faith-based investing isn’t a new concept, many investors aren’t aware that they can align their investments with their religious values. For investors, designing an investment strategy that aligns with the principles and teachings of their religion and promotes positive change presents an enticing opportunity.
This article explains what faith-based investing is, the different approaches investors can take, and how you and your clients can build portfolios for potential profit and purpose.
Top Takeaways:
Matson Money: Are You Really Investing Or Just Flying A Kite?
(Matson Money) With steady winds on a great day, kite flying can be the most magical experience for anyone. The kite can fly for long periods of time if the wind is steady and the kite flier is calm. The wind, however, can become unpredictable and gusty if the flier panics and pulls back the line, the kite can quickly go from flying in the air to falling to the ground.
Dynamic Advisor Solutions: The Pause Is Still Hawkish
Dynamic is pleased to introduce a new Market Update segment, “Dynamic Bond Market Update,” where our fixed income specialist Bill Smith will discuss the latest impacts on the bond market and what’s expected moving forward. Intended for advisor use, a summary of the Bond Market Update will be distributed once a month to advisors via email with a link to the full report posted on the Dynamic Views blog.
By Bill Smith, Fixed Income Trader and Portfolio Manager