KEY TAKEAWAYS Retirees investing in short-term, nominal fixed income are more vulnerable to inflation increases or interest rate drops. An income-focused allocation can provide more-predictable retirement
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security
The prospect of an increase in the federal funds rate has raised questions about future bond performance for some investors. DFA provides an analysis of global
With inflation at its highest level in decades and the US Federal Reserve raising interest rates, investors may be wondering whether they should devote more of
KEY TAKEAWAYS Soaring inflation and record market highs may leave investors wondering whether it’s time to adjust their portfolios. Researchers have examined a wide range of
GLOBAL DEVELOPMENTS AND THEIR IMPACT Geopolitical events like military or economic conflicts can affect stock markets in many ways. These events are normally widely followed by
KEY TAKEAWAYS National debt is generally a slow-moving variable whose expected value should be incorporated in market prices. The evidence suggests there has not been a
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out
KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near
Paul CurleyDirector of Savings Research, ISS Market Intelligence Paul Curley, CFA, is Director of Savings Research at ISS Market Intelligence. He oversees 529 and ABLE market
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting
Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium,
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NEW ORLEANS
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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