Companies are beginning to focus more on mental health at work, and some are offering a wider range of supportive and preventive care.
January 14, 2021
2019 rankings in Barron's Top Fund Families
(published February 2020)
#8 out of 55
#26 out of 52
#8 out of 45
Refinitiv Lipper fund awards
Best Fund over 3 years and 5 years (Mixed-Asset Target Allocation Moderate Funds category)
Best Fund over 3 years (Core Bonds Funds category)
Equity Outlook | Q1 2021
A shot in the arm: The economy and stocks get a boost from vaccines
The potential for a post-pandemic recovery bodes well for equities.More »
Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips
With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.
January 15, 2021
Headlines you need to know this week — January 19, 2021
Retirement literacy is a challenge Most adults have failing grades in financial literacy, the American College of Financial Services reported. In its recent study of more than 1,500 adults, 89% of women ad 72% of men failed a 38-question test on retirement literacy. Just 14% of women reported feeling knowledgeable about retirement planning. About 60% of women report they meet with a financial advisor, compared with 54% of men.
Small businesses seek advice in 2021 Some small businesses plan to seek advice from a financial professional in 2021, a recent survey found. In the survey of 500 small businesses, 24% of respondents said they plan to hire a financial consultant and 30% said they will hire an information technology consultant.
Savers tap retirement accounts during pandemic Savers withdrew “significant amounts” from their retirement accounts during the pandemic, a recent survey found. Of those surveyed, 60% of adults had borrowed or made withdrawals from their retirement accounts. Nearly one third who made withdrawals took out at least $75,000. The average loan amount ranged between $50,000 and $100,000. Funds were used to pay for basic living expenses, the report noted.
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