Inflation Fears Ease (for Some) Amid a Murkier Market Outlook
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on...
The Markets
S&P Global Finds Little Evidence of ‘Greenwashing’ of Sustainable Investments
It says work is underway to bring uniformity, clarity and accountability to the environmental, social and governance (ESG) investing market.
SDBA Trading Volumes Remain Unchanged in 2021
Despite some fears, participants saw account growth year-over-year as stocks continued to climb off the March 2020 low and consumer confidence surged back to pre-pandemic levels.
Investors Favor DEI Investments
Participants in a Morningstar study showed a higher preference for socially responsible funds than they did for traditional investments.
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the...
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the...
Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers...
Natixis Studies Investment Outlooks for 2021
Investment experts said changes in supply and labor, rising wages and housing prices are key trends to keep watching, along with ESG investing and cryptocurrency.
Expect More ESG Investment Options Next Year
The move by the Thrift Savings Plan to add sustainable funds into its lineup next summer will likely cause private...
Investing Aggressively Doesn’t Match Saving Consistently
Results of a new analysis published by Dimensional Fund Advisors suggest that embracing higher equity exposures prior to and during retirement is an inadequate tool to manage longevity...
Average 401(k) Equity Allocation Surpasses 70%
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to...
A Markedly Positive Mid-Year Market Check-In
Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half...
GAO Studied Retirement Plan Climate Change Risk Assessments
The agency recommended that the Federal Retirement Thrift Investment Board (FRTIB) evaluate the risk of climate change on the Federal...
Helping Near-Retirees Stay on Track for Retirement Security
It can be tempting for those nearing retirement to turn to equities in a last ditch effort to improve retirement...
Closing the Racial Wealth Gap
A Morningstar panel discussed how Black investors can build wealth and how financial professionals can help them.
Health Care and ESG Investing Lead Post-Pandemic Trends
A Franklin Templeton webinar discussed whether the current climate is signaling the start of a new market environment.
DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
Talking Taxes, Inflation and Bucket Strategies
Reflecting on the common conversations they are having with their near-retiree clients, advisers say there is broad certainty that taxes will increase in the future, and also a...
529 Awareness Is Low—And Stagnant
Despite a lack of knowledge about the accounts, experts say the potential for growth in these products is high.
401(k) Investors Reach Highest Level of Equity Exposure Since 2001
Alight attributes this increase to a rising stock market and steady trades into equities.