Latest perspective

Taking a fiduciary view on target date selection

It is important for a fiduciary to understand glide path features and how these features are combined in target date fund selection.

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

Lawmakers eye paths to enhance SALT deduction

While many have called for the repeal of the cap on the state and local tax deduction, a group of lawmakers continue to debate ways to enhance the SALT deduction.

Resources for your business

• Prospecting to women
• Social media
• Advisor Tech Tips
• Continuing education
• Portfolio Solutions

Resources for your clients

• Order literature
• Investor education
• Client seminars

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