Latest perspective

From V-shaped recovery to bond vigilantes

The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.

Active Insights

Chris Galipeau, Senior Market Strategist, offers research-driven insights to help you position portfolios.

Active Voice

A platform for new ideas and insights on public policy and financial sector issues

Markets and economy

• Capital Markets Outlook
• Fixed Income Outlook
• Equity Insights
• White papers
• Infographics
• Weekly Economic Update
• Webcasts

FundVisualizer^®

View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.

• Launch FundVisualizer
• Watch tutorials on how to get started

TargetDateVisualizer^™

This innovative tool helps plan sponsors compare glide paths to select a target-date strategy.

Visualize target date funds

Tools and calculators

• Tax-Equivalent Yield Calculator
• Order literature
• CD vs. municipal bond calculator

Frequently requested forms

• Mutual Fund Account Application (PDF)
• Designation of Beneficiary (PDF)
• IRA forms and applications

Ideas for wealth management

Proposed tax hike may drive shift in business structure

A Biden administration proposal calls for a tax hike for corporations. If approved, it may impact how certain business owners structure their business.

Resources for your business

• Prospecting to women
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