Latest perspective

U.S. households and asset prices are at tipping point as Fed lifts rates

In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.

Active Insights

Research-driven market 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

For retirement reform, the next stop is the Senate

Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.

Resources for your business

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

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