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Browse our latest thoughts on market trends, investment strategies for retirement, and financial planning.

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  1. Markets & Economy
  2. Personal Finance
  3. Retirement Planning
  4. Retirement Savings
  5. Asset Allocation
  6. Equities
  7. Fixed Income

Markets & Economy

Video Nov 2025 On the Horizon Video

Fiscal expansion to propel US economy in multispeed world

Other regions may lag as tariffs weigh on manufacturing
By  Blerina Uruçi, Tomasz Wieladek, Ph.D., Christopher J. Kushlis, CFA
Video Nov 2025 On the Horizon Video

From hype to hard returns: AI enters a new phase

The focus is shifting from potential to profitability—and risk
By  Dominic Rizzo, CFA, Mark Stodden, CFA
Oct 2025 In the Loop Article

U.S. Government Shutdown: Update

Discover what the U.S. government shutdown means for markets and the economy.

Personal Finance

Nov 2025 Article

How to minimize taxes when leaving assets to the next generation

When planning to leave money to heirs, it’s important to weigh the tax burden of...
By  Roger Young, CFP®
Video Nov 2025 Make Your Plan Video

How to make your retirement account withdrawals work best for you

These approaches can extend the life of a portfolio and preserve assets for heirs.
By  Roger Young, CFP®, William Reichenstein, Ph.D.
Video Dec 2025 Make Your Plan Video

Understanding the tax efficiency benefits of exchange-traded funds (ETFs)

Active ETFs help taxable investors minimize capital gains and take greater control...
By  Lindsay Theodore, CFP®

Retirement Planning

Sep 2025 Make Your Plan Article

How can I create a smarter strategy for claiming my Social Security benefits?

How you can use the complicated rules of Social Security to your advantage.
By  Roger Young, CFP®, William Reichenstein, Ph.D., William Meyer
Sep 2025 Make Your Plan Article

The benefits of maxing out your IRA: Why contributing early matters

How maxing out your individual retirement account contributions early in the year...
Sep 2025 Make Your Plan Article

Becoming retirement ready: How to stress-test your plan with an advisor

Discover how partnering with an advisor can help strengthen your retirement strategy...

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Retirement Savings

Video Aug 2025 Make Your Plan Video

Six common retirement saving mistakes and how to avoid them

Avoiding these common mistakes can make a significant difference in your retirement...
Jun 2025 From the Field Article

How unpacking health care expenses can empower retirement savers

We unpack health expense data to help retirement savers optimize their financial...
By  Sudipto Banerjee, Ph.D.

Asset Allocation

Nov 2025 From the Field Article

U.S. policy under Trump: What investors need to know

We explore the policy changes that could matter the most for markets and asset allocation.
By  Timothy C. Murray, CFA
Video Nov 2025 Monthly Market Playbook Video

Should investors be worried about the U.S. labor market?

Slow U.S. employment growth does not appear to be a warning sign of recession.
By  Timothy C. Murray, CFA
Video Oct 2025 Monthly Market Playbook Video

How investors can position for U.S. dollar weakness

Investors may want to increase their exposure to non-U.S. assets—especially bonds.
By  Timothy C. Murray, CFA

Equities

Nov 2025 From the Field Article

Why dividend growth investing has staying power

High-quality dividend growers can compound in value.
By  Thomas J. Huber, CFA, Tamzin Manning
Nov 2025 From the Field Article

Discover the possibilities of an active technology ETF

Technology exchange-traded funds can offer diversified growth opportunities for investors...
By  Christopher Murphy, CIMA®, Dominic Rizzo, CFA, Jennifer O'Hara Martin
Nov 2025 From the Field Article

The market has left GARP behind. What can change that?

GARP investment has been out of favor in the current market regime. What caused that,...
By  Josh Nelson, Stephon Jackson, CFA

Fixed Income

Oct 2025 From the Field Article

Looking for income? Four bond solutions to consider

Fixed income can help investors with a variety of different needs.
By  Kenneth A. Orchard, CFA
Oct 2025 Ahead of the Curve Article

Higher U.S. long-term yields, steeper curve: Why my thesis still holds

Explore why longer-maturity U.S. Treasury yields could still increase.
By  Arif Husain, CFA
Sep 2025 From the Field Article

Why active management is essential in the municipal bond market

Investment decisions can be driven by fundamental research.
By  Dawn Mueller, CFA

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