Q3 2018 |Capital Markets Outlook
Politics and protectionism may restrain economic momentum
Trade war and tighter Fed policy put pressure on the global financial system.
MOST VIEWED FUNDS FROM LAST WEEK
ESG and sustainability investing
Learn about our dedicated sustainable investing team and funds:
Social media
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — September 25, 2018
What do savers regret the most about their spending? A recent study of more than 1,000 participants in 401(k) plans found that most wished they had sacrificed more in order to save more for retirement. When asked what expenses they regretted, 55% said dining out, 31% noted expensive clothing, 28% cited new cars, and 28% said vacations.
Families want advice on 529 plans About 50% percent of families now have a 529 college savings plan, up from 38% a year ago, according to a recent survey by the College Savings Foundation. Nearly half — 48% — of parents surveyed said they work with a financial advisor, while 74% said they would work with an advisor if they could get help with college savings.
Does your estate plan include digital assets? Digital assets — from online financial portals to Facebook and Twitter — are increasingly becoming part of the estate planning process. Advisors are working with clients to organize and plan for the distribution of emails, websites, digital stores, and more. With varying rules for each channel, access to these accounts by non-owners has caused confusion and controversy. That’s why more than 40 states have adopted the Uniform Fiduciary Access to Digital Assets Act to clarify how executors and heirs can be allowed to access digital assets without penalty.
ON TWITTER NOW
We know what works for Americans saving for retirement: Investing through a workplace plan like a #401k. Let's expa… https://t.co/D1Rzcno5DO
From Putnam CEO @RobertLReynolds: A comprehensive, well-researched, bipartisan approach will be needed to meet the… https://t.co/Lmf22lGr0q
If bipartisan bills addressing retirement savings gain momentum, we could see a significant expansion of workplace… https://t.co/RUDMoj2Ghr
The importance of estate planning is clear, despite the changes under the new tax law. @BillCassPutnam breaks down… https://t.co/4JXDjZPqOt
With the new estate and gift tax rules, does it make sense to gift assets to heirs now? Consider these questions fo… https://t.co/uhcYzGPqvM
Feeling the excitement as our Boston associates make the trek "across the park" to our new HQ at 100 Federal Street. https://t.co/o4ov7Sc9rR
@madliblady Thank you for contacting us. We're sorry to hear of the loss of your father. To further assist you, ple… https://t.co/WTFjmReUps
Key topics to discuss with your CPA about the new tax law, from our wealth management team: https://t.co/f8utTAVRV0 https://t.co/GA6BggslLz
Our thoughts and heartfelt hopes tonight are with the communities of Andover, North Andover, and Lawrence. We have… https://t.co/O8FjFIehyq
Putnam research considers how to address longevity risk in a target-date fund glide path design.… https://t.co/JxemQ3CpV0
Fundvisualizer®
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed
Distinctly Different: How to brand yourself in a world of sameness