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The latest commentary
2024 Muni Bond Outlook
We see potential opportunity in municipal bonds in 2024, although there may be more volatility.
Market Snapshot
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
2024 Corporate Bond Outlook
Overall, we expect corporate bonds to deliver positive returns in 2024, but we remain cautious about the potential for a downturn in the economy to have a negative impact on lower-rated bonds.
2024 Fixed Income Outlook
Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors in 2024.
2024 Global Outlook
Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.
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Planning and retirement
Retirement Saving and Living
Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.
Retirement Rules of Thumb
Rules of thumb are useful if they get you thinking about your retirement savings, but they're no substitute for a personalized plan.
What Does Wealth Mean to You?
The meaning of "wealth" goes far beyond having a lot of money. It's more about what money can do for you.
2023 Planning Outlook
Investors are in the crosscurrents of inflation spikes, rising interest rates, and possible recession.
Volatility: 7 Retirement Tips
Now is a good time to reassess your risk tolerance, your goals, and the quality and structure of your portfolio.
